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About the Role
As an Investment Strategy Lead in our Business & Private Bank domain, you will lead Investment Strategy, Investment Solutions, and Investment Relations to deliver distinctive propositions, trusted insights, and sustainable client outcomes that support Grow Private. You will provide strategic direction for proposition development, key partnerships, adviser enablement, and investment communications, ensuring alignment with Grow Private, ANZ's strategic priorities, and sustainable client outcomes. You will also support the management of the end-to-end Private Investment Value Chain and convert market expertise into scalable solutions for HNW and UHNW clients.
Responsibilities
- Lead Investment Solutions and Investment Relations, establishing clear mandates, priorities, performance measures, and accountability frameworks.
- Deliver with excellence by setting high standards of execution and ensuring strong performance, risk management, and client outcomes across both functions.
- Manage key strategic partnerships to ensure the delivery of maximum value for Private by providing direction, prioritization, and governance of investment partners.
- Support the management of the end-to-end Private Investment Value Chain, including proposition governance, communications, adviser enablement, partner management, operational effectiveness, and risk.
- Build a strategic partnership with ANZ Private Advice leadership so propositions, communications, and adviser enablement deliver a consistent client experience.
- Act as the senior Investment Office representative across Private Banking, Advice, Risk, Product, Wealth Platforms, Marketing, and external partners.
- Use client, adviser, and market insight to continuously improve investment propositions and communications.
- Put customers first by setting direction through the lens of sustainable client and adviser outcomes.
- Own the outcome through clear end-to-end accountability, transparent reporting, and early escalation of risk.
- Work as one by connecting ANZ Private Advice, Private Banking, Risk, Product, and enterprise partners around shared priorities.
- Develop future leaders and specialist capability through coaching, feedback, succession planning, and targeted development.
- Manage business performance, the Private Investment Value Chain, and regulatory obligations with strong governance.
Requirements
- 8–10 years’ relevant industry experience with deep knowledge of investment solutions for HNW and UHNW clients.
- Demonstrated leadership of senior specialists across investment propositions, strategy, communications, or partnerships.
- Strong commercial judgement and ability to connect investment capability to wealth penetration, retention, FUM, and fee-based revenue growth.
- Strong stakeholder management and influencing skills, including strategic partnership with ANZ Private Advice leadership.
- Ability to set priorities, delegate effectively, and hold teams accountable for end-to-end delivery.
- Strong risk mindset with experience owning value-chain governance and escalating material risks early.
- Outstanding written and verbal communication, with confidence engaging senior leaders, frontline teams, clients, and external partners.
Location
- Melbourne
- Sydney
Work Type
- Permanent
- Full time
Experience Level
- 8-10 years
Education Level
- Tertiary or postgraduate qualification in business, finance, economics, or a related discipline
- Relevant advice qualifications desirable
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.
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.