Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Private Banker, you will support the management and growth of a portfolio of high-value private clients with complex lending, investment, and banking needs. You will act as a key relationship contact for a segment of the client portfolio, working closely with Senior Private Bankers, Associates, Investment Advisors, Lending Advisors, Credit/Risk, and other internal partners to deliver timely and relevant client solutions. This role provides exposure to some of Australia’s leading private clients, family groups, entrepreneurs, and professional adviser networks. It is suited to someone looking to develop a long-term career in Private Banking while building deeper expertise across client relationship management, credit, investments, cash management, transaction banking and broader wealth solutions. The successful candidate will be responsible for delivering an exceptional client experience, supporting relationship growth, assisting with complex lending and credit activity, managing risk and compliance obligations, and helping drive new opportunities across banking, lending, deposits and investments.

Responsibilities

• Build and deepen trusted relationships with high-net-worth (HNW) and ultra-high-net-worth clients (UHNW), their families, and advisers.
• Support portfolio reviews, relationship strategies, and proactive engagement to identify opportunities aligned with clients’ wealth objectives.
• Support clients with complex lending needs including family group structures, corporate entities, trusts, and investment vehicles.
• Partner with lending specialists to deliver tailored solutions while maintaining strong credit and policy knowledge.
• Support clients’ banking, cash management, and deposit needs, ensuring a high standard of service.
• Coordinate onboarding, account maintenance, and ongoing servicing requirements.
• Work with Investment Advisers and ANZ specialists to identify appropriate wealth management opportunities.
• Apply investment knowledge to support referrals and client outcomes.
• Contribute to new client acquisition and portfolio growth initiatives.
• Build referral networks and participate in client events and business development activities.
• Maintain strong risk and compliance standards across all client interactions.
• Support KYC, due diligence and onboarding requirements while safeguarding clients and the bank.

Requirements

• Strong client relationship management and have run a portfolio.
• Established banking and lending experience with strong understanding of credit processes, credit policy and credit assessment.
• Experience working with complex lending structures.
• Transaction banking and cash management capability.
• Excellent written and verbal communication skills.
• Strong organisational and time management skills, with the ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and ability to execute accurately and efficiently.
• Results-oriented mindset with a demonstrated ability to deliver outcomes.
• Strong compliance discipline and high standards of risk management.
• Proven ability to work collaboratively with internal stakeholders and specialist teams.
• Experience working with high-net-worth or ultra-high-net-worth clients, family groups, or business owners.
• Exposure to complex residential, commercial property, investment, or bespoke lending transactions.
• Experience with credit submissions and lending proposals.
• Knowledge of wealth management, advisory services, and the needs of HNW individuals and family groups.
• Business development experience in particular working with accountants, lawyers, financial advisers, corporate advisers, or family office networks.
• Ability to identify and capture opportunities across lending, deposits, cash management, investments, and broader wealth solutions.

Skills

• Private Banking
• Client Relationship Management
• Lending
• Investment
• Banking
• Credit
• Cash Management
• Wealth Solutions
• Risk Management
• Compliance
• Business Development
• Transaction Banking

Location

• Sydney NSW

Work Type

• Permanent
• Full-time

Experience Level

• Senior

Education Level

• Tertiary qualifications in Finance, Commerce, Economics, Business, or a related discipline are preferred.
• CFA, CFP, CPA, CA, or progress towards a relevant professional qualification is viewed favourably.

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.
• 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.

Equal Opportunity

• At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated.
• 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.