Assistant Risk Manager recruitment
ANZ Wealth is a leader within the Australian wealth landscape providing a full range of financial products and services to help customers invest, grow and protect their wealth. With a range of specialist products across our brands such as OnePath, E*TRADE,
ANZ Private, Investment Lending, Advice and Trustees we offer our customers solutions to help them reach their financial and lifestyle goals.
ANZ Wealth is committed to providing our staff with a balanced lifestyle. This includes opportunities for career progression, a comprehensive well being program and a variety of other benefits including social club, salary packaging options, corporate casual dress, international career options and flexible working arrangements.
The purpose of this role is to support the Risk Insurance Advisors at ANZ Private through client, administrative and organisational support. A key responsibility of this role is to maintain the advice relationship with ANZ Private new and existing insurance clients through all forms of communication.
A key responsibility is supporting the provision of quality advice to the clients of ANZ Private by providing administrative support to the Risk Advice team. This role requires great communication skills to be able to effectively liaise with the clients of ANZ Private as well as internal stakeholders such as Private Wealth Managers and other ANZ personnel, para planners, insurance companies and underwriters.
- Preparation of letters, renewal notices, and SoA's to a high quality standard
- Liaise with underwriters to complete policies in a timely manner
- Maintain existing client base with updating COIN client management system
- Communication with clients to make appointments
- Assisting in the compliance process to ensure client files are of a high standard
- Assist in all process improvements to continue to streamline effective advice to ANZ Private clients.
The successful applicant will strongly match the following criteria:
Qualification Requirements
· Completion or significant progress towards completion of recognised tertiary qualifications in a business related field, e.g. Bachelor of Business, Management, Commerce or Accounting, and / or relevant industry specific qualifications.
Compliance Requirements
· Completion of DFS or equivalent (DFS 1, 2, 3, 4).
· RG 146 compliant for providing retail financial products advice.
Desired Experience Profile:
· Financial background with a good understanding of the financial services industry.
· Previous client service experience is highly desirable.
· Excellent personal organisation and time management skills, with the ability to coordinate workflow through prioritisation of tasks, diary management, etc.
· Ability to use initiative work autonomously in ensuring deadlines are met
· Well-developed verbal and written communication skills.
· Demonstrated PC literacy.
· Product knowledge
· High-level communication skills, both written and verbal.