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Associate Private Banker

Associate Private Banker

Req ID:  113128
Department:  Private Office
Division:  Business & Private Bank
Location:  Perth

About Us

 

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

 

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

 

In this Associate Private Banker role, you will be co-managing a portfolio with Senior Private Banker, of clients with deposit, lending (Retail & Commercial), investment and personal banking needs. You will be the primary relationship contact supported by Specialists enabling timely and relevant solutions for all your clients’ 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 Type: Permanent, Full time (40 hours per week)

Role Location: Level 5, 240 St Georges Terrace, Perth WA 6000

What will your day look like?

 

As an Associate Private Banker, you will be accountable for:

  • Financial and portfolio management - Supporting margin optimisation and the growth and retention of Total Revenue & FUM across lending, deposit, and investment solutions
  • Lending, deposits, and specialist referral - Managing day to day lending and deposit activities aligned to client needs, while proactively identifying opportunities to enhance client outcomes through referral to ANZ Private specialists
  • Client experience - Providing responsive and proactive client support through disciplined but personal engagement, encouraging self service adoption where appropriate, and contributing to NPS and client satisfaction outcomes
  • External network and deal origination - Actively engaging external referral networks to identify proprietary lending and investment opportunities and support broader business development
  • Risk, compliance, and governance - Ensuring all solutions are appropriate and compliant with Credit, Code of Conduct, and NFR requirements, with strict adherence to mandatory learning and system use
  • Collaboration and continuous improvement - Working effectively with internal and external stakeholders to deliver optimal outcomes, while embracing change and contributing to ongoing personal and team development

What will you bring?


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

 

  • Experience across Lending, Advice and Cash Management
  • Sound understanding of credit, risk, and compliance requirements across Retail and Commercial lending solutions
  • Proven ability to manage daily client requests with accuracy, urgency, and attention to detail
  • Relationship skills with the ability to engage both clients and external referral networks
  • Commercial acumen to identify opportunities to grow FUM and introduce specialist solutions
  • Stakeholder management and collaboration skills
  • Proactive, adaptable mindset with a commitment to continuous learning and high performance


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 113128 .
 

Job Posting End Date

28/04/2026 , 11.59pm, (Melbourne Australia)

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