High Net Worth Portfolio Manager

6 days ago

Sydney, New South Wales, Australia Australia And New Zealand Banking Group Limited Full time
About Us

We are a leading banking group in Australia and New Zealand, dedicated to improving the financial wellbeing and sustainability of our customers.

The Role

We are seeking a Senior Private Wealth Advisor to drive the efficient and effective delivery of complex advice solutions to ultra high net worth (UHNW) customers. As a key member of our team, you will be responsible for extracting deep knowledge of your clients' needs and providing market-leading strategic advice across wealth strategy and investment solutions.

Key Responsibilities:
  • Provide direction and guidance to customers while confidently articulating and demonstrating the value of advice and delivering outcomes to improve their financial position.
  • Identify and understand our high net worth customer needs and leverage expertise to improve and protect their financial position.
  • Proactively manage internal and external relationships in pursuit of actively growing the PB&A business.
What We Offer

We offer a collaborative and social team environment where you can excel as a Senior Private Wealth Adviser. You will have access to a qualified team across capability, quality, administration, and paraplanning. Our company values diversity and inclusion, and we welcome applications from everyone.

Requirements:
  • 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.
Why Join Us?

At ANZ, you'll be part of an organisation where the different backgrounds, perspectives, and life experiences of our people are celebrated. We provide flexible working arrangements, health and wellbeing services, and discounts on selected products and services from ANZ and more.

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