Wealth Management Specialist
2 days ago
About ANZ Private
">We are seeking a highly skilled and experienced Senior Private Banker to join our team in Brisbane. As a Senior Private Banker, you will be responsible for managing a portfolio of high value clients with investment, lending (Commercial & Retail) and personal banking needs.
">In this role, you will provide timely and efficient execution of relevant solutions across banking and wealth solutions to these clients. 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.
">You will also be required to collaborate with Specialists, Lending Team, CST, other Private Bank segments, and importantly other ANZ business units in order to fully meet client needs.
">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">
To succeed in this role, you will ideally bring:
">- ">
- Demonstrated experience as a trusted relationship banker who is able to represent clients' interests and evolving needs.">
- Business development desire & capability that draws on a broad circle of influence & established stakeholder relationships.">
- Strong Credit experience (JCR & MCR) to deliver lending transactions & grow the balance sheet">
- Knowledge of transactional banking, ANZ products, systems & processes">
- Exceptional communication, organisational and time management skills">
- Strong focus on compliance, attention to detail & flawless execution is required">
- Ability to proactively problem solve on behalf of clients & ANZ.">
- Collaborative & team-oriented mindset">
The estimated salary range for this role is between $120,000 - $180,000 per annum, depending on experience. At ANZ, we offer a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.
">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 are a candidate with a disability or access requirement, let us know how we can provide you with additional support.
">We're committed to building a workplace that reflects the diversity of the communities we serve. We have a range of flexible working arrangements, so our people can 'make work, work for them'.
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