Private Wealth Manager – Banking recruitment

ANZ Private Bank specialises in servicing high-net-worth (HNW) clients utilising a business model that is unique in its structure and capabilities. The Private Bank proposition extends beyond traditional banking to advisory, investment and risk services delivered by a team of in-house specialists.

We currently have an opportunity for a proactive and solutions focussed banking professional to join a small client focussed team as the day to day relationship manager. Reporting to the Director your primary responsibility will be to satisfy the full banking needs of clients whilst maximising referrals for specialists within the broader team.

Duties are varied but include delivering an exceptional client experience utilising your extensive client relationship skills and analytical mind. You work collaboratively with the Senior Manager and Director to make sure customer needs are met both proactively and reactively.

You are detail focussed and have a strong commercial acumen. You have a strong track record in banking and are experienced in Business, Corporate or Institutional style lending. You have had some exposure to the Financial Planning or Advice as well as Financial Markets and Investments. Tertiary qualifications in a business discipline are expected and financial planning studies (RG146 accreditation) will be favourably regarded.

Opportunities at ANZ are exceptional for personal development and career progression. This is an excellent opportunity to join an established business at an exciting time in its development.