Financial Advisor

4 days ago


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

We are seeking a skilled and experienced Senior Private Wealth Adviser to join our team. As a key member of our Private Banking & Advice (PB&A) business, you will be responsible for driving the efficient and effective delivery of complex advice solutions to ultra high net worth customers.

Your primary objective will be to extract deep knowledge of customer needs and provide market leading strategic advice across wealth strategy and investment solutions.

You will also be required to identify and understand customer needs, leverage expertise to improve and protect their financial position, and proactively manage internal and external relationships to grow the business.

To succeed in this role, you will need to have extensive experience in advice, including high net worth individual/entities, and a comprehensive understanding of markets, investments, and strategic solutions to meet customer needs.


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