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About the Role

The Senior Private Wealth Adviser role drives the efficient and effective delivery of complex advice solutions to ultra-high-net-worth (UHNW) customers by extracting deep knowledge of their needs and providing market-leading strategic advice across wealth strategy and investment solutions. The role will provide direction and guidance to customers while confidently articulating the value of advice and delivering outcomes to improve their financial position.

Responsibilities

Proactively build and grow our business through portfolio management, successful relationships, technology and use of data
Ongoing conversations with high net worth customers to understand their needs and requirements to be able to provide tailored advice solutions
Deliver strategic financial investment advice and build relationships with clients whilst managing referrals effectively
Continuously coach and advise UHNW & HNW customers to meet and exceed their financial goals
Actively coach and collaborate with 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

Requirements

Extensive experience in Advice (including high-net-worth individual/entities), and a comprehensive understanding of markets, investments and strategic solutions to meet the customer’s needs
High ethical standards reflected in a history of providing advice across a broad range of strategies to high net wealth clients
Resilient, fast paced with a strong growth mindset
Ability to build productive relationships with team members, referral partners and customers
Ability to drive new referrals through business partners and wider internal and external networks
Strong, effective communication skills and influencing capability
Ability to network, 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

Skills

Mandarin and Cantonese language skills

Location

242 Pitt Street, Sydney NSW 2000

Work Type

Permanent role
Full time (40 hours per week)

Experience Level

Senior

Benefits

Access to health and wellbeing services
Discounts on selected products and services from ANZ

About the Company

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.
Join Business & Private Bank and help deliver our growth ambitions by backing Australian businesses and private clients with the insights, solutions and support they need to move forward.
We play a critical role in delivering the ANZ 2030 Strategy and you’ll be part of a team guided by our values to put customers first, deliver with excellence, own the outcome and work as one.
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.

Equal Opportunity

At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we’re committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you're a candidate with a disability or access requirement, and have an enquiry about the support provided, please let us know on your application or visit ANZ Accessibility and Inclusion Programs for alternate contact methods.