Private Wealth Associate, Vic/nsw

**Req ID**: 101792
**Department**: Private Advice
**Division**: Australia Commercial
**Location**: Melbourne
About Us
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 purpose of the Private Wealth Associate, your role is to support the efficient and effective delivery of complex advice solutions to ultra high net worth (UHNW) customers through the comprehensive understanding of their needs and the provision of market leading strategic advice across wealth, insurance and investment solutions. Working primarily with International Segment clients Mandarin and Cantonese language proficiency is essential for this role.
ANZ Private caters to ANZ's highest net worth individuals and family groups, assisting them to manage, grow and preserve their assets. We provide our clients with a personalised relationship and holistic solutions tailored to their values, aspirations, needs, concerns and their financial situation.
As a Private Wealth Associate, you will support Senior Private Wealth Advisers in delivering to the needs of new and existing clients. You will be responsible for ensuring all transactional and administrative tasks are carried out to deliver appropriate client outcomes in accordance with internal processes and compliance requirements.
Working in a collaborative and social team environment ensuring excellent client outcomes through delivery of both strategic and investment advice. You will also be supported by a qualified team across capability, quality, administration and paraplanning.
Attending client meetings will be part of this role to support Senior Private Wealth Advisers, and to assist with your development, with an expectation to actively participate during these client interactions.
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 Type**: Permanent
**Role Location**: Melbourne or Sydney
**Role Schedule**: Full time, 40 hours per week
What will your day look like?
**As a Private Wealth Associate, you will**:
Support the Senior Private Wealth Adviser in growing our business through portfolio management, successful relationships, technology and use of data.
Take ownership of new and ongoing customer files to ensure our advice is compliant and implementation is completed accurately.
Contribute to ongoing conversations with high net worth customers to understand their needs and requirements to be able to provide tailored advice solutions.
Actively coach and collaborate with the support teams, internal referral partners and the wider Private Banking & Advice (PB&A) business.
Act in line with our purpose and strategy to re-engage the community, be worthy of their trust and ensure our products and services are provided honestly, fairly and are free of any conflicts of interest.
Actively contribute to the overall well managed PB&A business from a risk and process perspective.
What will you bring?
To grow and be successful in this role, you will ideally bring the following:
Completion of an Approved or Relevant Bachelor degree is preferred.
Resilient, fast paced with a strong growth mindset.
Strong, effective communication skills and influencing capability.
Ability to use initiative and work independently.
Excellent personal organisation and time management skills, with the ability to prioritise tasks and meet deadlines.
Sound technical knowledge enabling the best outcomes for customers.
Experience using Advice products, systems and processes.
Mandarin and Cantonese language proficiency is preferred.
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
02/09/2025, 11.59pm, (Melbourne Australia)