About Us

• Focused on delivering a first-class Private Bank experience to ultra-high net worth clients and their families

• Proactively develop and maintain a detailed understanding of clients’ financial needs and deliver tailored solutions to meet those needs

• Collaborate with Specialists and other business units to identify opportunities and execute solutions

At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.

About the Role

The ANZ Private Office team caters to ANZ's highest net worth individuals and family groups, assisting them to manage, grow and preserve their wealth. We provide our clients with a personalised relationship and holistic solutions tailored to their values, aspirations, needs and their financial situation.

In this role based in the Melbourne CBD you will be the primary relationship contact responsible for a portfolio of Private Office clients. Your role will provide timely and efficient execution of relevant solutions across banking and wealth solutions to these clients and you will work collaboratively with them to navigate ANZ, in order to provide accurate and efficient solutions to their specific needs. As the Private Banker, you will run the portfolio in a risk aware, client centric manner. Collaboration will also be required with Private Advisers, Lending Team, Client Service Teams, other Private Bank segments, and importantly other ANZ business units to fully meet client needs.

Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.

Role Location: 55 Collin St, Melbourne VIC 3000

Role Type: Permanent, Full-time

Note: The job level may vary between 4.2 to 4.1 dependent on the relevant experience and capabilities of the successful candidate.

What will your day look like?

The Senior Private Banker will be the primary relationship contact responsible for a portfolio of Private Office clients.  This role will provide timely and efficient execution of relevant solutions across banking and wealth solutions to these clients and you will work collaboratively with them to navigate ANZ, in order to provide accurate and efficient solutions to their specific needs. This role will run the portfolio in a risk aware, client centric manner. Collaboration will also be required with Specialists, Lending Team, CST, other Private Bank segments, and importantly other ANZ business units in order to fully meet client needs.

As a Senior Private Banker, your key accountabilities include:

•  Retention of banking funds and effective margin management for client groups on set

• Delivering revenue growth and meet financial targets as necessary

• Ensuring the delivery of an engaging client experience with ANZ Private Office in response to client need

• Ensuring lending is suitable and compliant and all decisions are communicated quickly

• Ensuring appropriate and consistent governance across the set whilst maintaining strong transaction execution

• Working with Private Bank Support, Lending and other Specialists to execute effectively on client needs

• Acquire new Private Office clients that grown revenue, FUM and deliver whole of wallet outcomes

What will you bring?

To grow and be successful in this role, you will ideally bring the following:

• Excellent communication skills combined with a relationship management background
• Established banking and lending experience
• Excellent organisational and time management skills
• Strong understanding of credit processes, policy and credit skills including commercial debt knowledge
• Transactional Banking and Cash Management capabilities
• Proven experience working in banking and relationship management
• Strong focus on compliance, attention to detail & flawless execution
• Results oriented with exceptional ability to deliver outcomes
• Proven internal and external networking skills

You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.

So why join us?

From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.

But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career.

We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.

At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you're a candidate with a disability or access requirement, and have an enquiry about the support provided, please let us know on your application or visit ANZ Accessibility and Inclusion Programs for alternate contact methods.

To find out more about working at ANZ, visit https://www.anz.com.au/careers. You can apply for this role by visiting ANZ Careers and searching for reference number 94576 .
 

Job Posting End Date

21/05/2025 , 11.59pm, (Melbourne Australia)