Private Banker, Melbourne Cbd

**Req ID**: 94576
**Department**: Private Office
**Division**: Australia Commercial
**Location**: Melbourne
About Us
Focused on delivering a first-class Private Bank experience to ultra-high net worth clients and their families
Proactively develop and maintain a detailed understanding of clients’ financial needs and deliver tailored solutions to meet those needs
Collaborate with Specialists and other business units to identify opportunities and execute solutions
At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.
About the Role
The ANZ Private Office team caters to ANZ's highest net worth individuals and family groups, assisting them to manage, grow and preserve their wealth. We provide our clients with a personalised relationship and holistic solutions tailored to their values, aspirations, needs and their financial situation.
In this role based in the Melbourne CBD you will be the primary relationship contact responsible for a portfolio of Private Office clients. Your role will provide timely and efficient execution of relevant solutions across banking and wealth solutions to these clients and you will work collaboratively with them to navigate ANZ, in order to provide accurate and efficient solutions to their specific needs. As the Private Banker, you will run the portfolio in a risk aware, client centric manner. Collaboration will also be required with Private Advisers, Lending Team, Client Service Teams, other Private Bank segments, and importantly other ANZ business units to fully meet client needs.
Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.
**Role Location**: 55 Collin St, Melbourne VIC 3000
**Role Type**: Permanent, Full-time
What will your day look like?
The Senior Private Banker will be the primary relationship contact responsible for a portfolio of Private Office clients. This role will provide timely and efficient execution of relevant solutions across banking and wealth solutions to these clients and 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. Collaboration will also be required with Specialists, Lending Team, CST, other Private Bank segments, and importantly other ANZ business units in order to fully meet client needs.
**As a Senior Private Banker, your 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
Acquire new Private Office clients that grown revenue, FUM and deliver whole of wallet outcomes
What will you bring?
To grow and be successful in this role, you will ideally bring the following:

- Excellent communication skills combined with a relationship management background
- Established banking and lending experience
- Excellent organisational and time management skills
- Strong understanding of credit processes, policy and credit skills including commercial debt knowledge
- Transactional Banking and Cash Management capabilities
- Proven experience working in banking and relationship management
- Strong focus on compliance, attention to detail & flawless execution
- Results oriented with exceptional ability to deliver outcomes
- Proven internal and external networking skills

You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.
So why join us?
From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.
But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career.
We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.
Job Posting End Date
21/05/2025, 11.59pm, (Melbourne Australia)