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Private Banking Consultant

1 week ago

Adelaide, South Australia Australia and New Zealand Banking Group Limited Full time
About the Job

This is a Permanent full-time opportunity, working 40 hours per week.

You will be based at 83 Pirie Street, Adelaide SA 5000.

Your Day

This role will involve:

  1. Building and growing our business through portfolio management and successful relationships.
  2. Ongoing conversations with high net worth customers to understand their needs and requirements.
  3. Delivering strategic financial advice and building relationships with clients.
  4. Coaching and advising HNW customers to meet and exceed their financial goals.
  5. Collaborating with internal referral partners and the wider PB&A business.
  6. Contributing to the overall well-managed PB&A business from a risk and process perspective.
What You'll Bring

To succeed in this role, you will ideally bring:

  1. Extensive experience in advice, including high net worth individual/entities, and a comprehensive understanding of markets, investments, and strategic solutions.
  2. Meets FASEA Education Standards, including having passed the FASEA exam by 31st Mar 2021 + CPD Points.
  3. High ethical standards reflected in a history of providing advice across a broad range of strategies to high net wealth clients.
  4. Resilient, fast-paced with a strong growth mindset.
  5. Ability to build productive relationships with team members, referral partners, and customers.
  6. Strong, effective communication skills and influencing capability.
  7. Ability to network, use initiative, and work independently.
  8. Excellent personal organization and time management skills, with the ability to prioritize tasks and meet deadlines.