Financial Services Professional

7 days ago


Brisbane, Queensland, Australia Australia and New Zealand Banking Group Limited Full time
Company Overview:
Anz Australia and New Zealand Banking Group Limited is a leading financial services provider in the region. We are committed to helping our customers achieve their financial goals by providing innovative products and services.

Salary and Benefits:
We offer competitive salaries and benefits packages to our employees, including opportunities for career growth and development.

About the Role:
We are seeking an experienced Private Banker to join our team. The successful candidate will be responsible for delivering exceptional client experiences, managing client relationships, and growing our customer base.

Key Responsibilities:
  • Explore client banking needs and structure solutions to achieve their objectives.
  • Collaborate with internal divisions and external stakeholders to build and convert a pipeline of future Private clients and grow existing mutual client relationships.
  • Work with senior bankers to achieve assigned client acquisition targets through proactive solicitation of new clients and seeking referrals from existing clients.
  • Meet assigned deposit, lending, and investment targets through the needs-based introduction and appropriate positioning of banking and investment solutions.
  • Stay up-to-date with key economic and market trends impacting the industry.
  • Ensure all transactional banking and lending solutions are suitable and compliantly executed, and that client expectations are effectively managed.

Requirements:
  • Demonstrated experience in a client-facing role.
  • Knowledge of transactional banking and ability to navigate ANZ products, systems & processes.
  • Exceptional communication, organizational, and time management skills.
  • Lending/credit capability (Consumer and/or Commercial) is preferred.
  • Ability to proactively problem-solve on behalf of clients & ANZ.
  • Strong focus on compliance, attention to detail & flawless execution.

About Us:
We are a diverse and inclusive organization that values our employees' contributions. We offer flexible working arrangements, access to health and wellbeing services, and discounts on selected products and services from ANZ.

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