Senior Private Wealth Advisor, NSW

Job Description

Select how often (in days) to receive an alert: Department: Private Advice Division: Australia Commercial Location: Sydney 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 The purpose of the Senior Private Wealth Adviser role is to drive the efficient and effective delivery of complex advice solutions to ultra high net worth (UHNW) customers by extracting deep knowledge of their needs and then providing market leading strategic advice across wealth strategy and investment solutions. The role will provide direction and guidance to customers while confidently being able to articulate and demonstrate the value of advice and deliver outcomes to improve their financial position. 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: 242 Pitt Street, Sydney NSW 2000 What will your day look like? 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, concerns and their financial situation. As a Senior Private Wealth Adviser, you will identify and understand our high net worth customer needs and leverage expertise to improve and protect their financial position, while proactively managing internal and external relationships in the pursuit of actively growing the PB&A business. Working in a collaborative and social team environment ensuring excellent client outcomes through delivery of both strategic and investment advice. You will also be supported by a qualified team across capability, quality, administration and paraplanning. This role is accountable for: Proactively build and grow our business through portfolio management, successful relationships, technology and use of data. Ongoing conversations with high net worth customers to understand their needs and requirements to be able to provide tailored advice solutions. Deliver strategic financial investment advice and build relationships with clients whilst managing referrals effectively. Continuously coach and advise HNW customers to meet and exceed their financial goals. Actively coach and collaborate with internal referral partners and the wider Private Banking & Advice (PB&A) business. Act in line with our purpose and strategy to re-engage the community, be worthy of their trust and ensure our products and services are provided honestly, fairly and are free of any conflicts of interest. Actively contribute to the overall well managed PB&A business from a risk and process perspective. What will you bring? To grow and be successful in this role, you will ideally bring the following: Extensive experience in Advice (including high net worth individual/entities), and a comprehensive understanding of markets, investments and strategic solutions to meet the customer’s needs. High ethical standards reflected in a history of providing advice across a broad range of strategies to high net wealth clients. Resilient, fast paced with a strong growth mindset. Ability to build productive relationships with team members, referral partners and customers. Ability to drive new referrals through business partners and wider internal and external networks. Strong, effective communication skills and influencing capability. Ability to network, use initiative and work independently. Excellent personal organisation and time management skills, with the ability to prioritise tasks and meet deadlines. Sound technical knowledge enabling the best outcomes for customers. Experience using Advice products, systems and processes. 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 . You can apply for this role by visiting ANZ Careers and searching for reference number 86389. Job Posting End Date #J-18808-Ljbffr