Associate Private Banker, NSW
ANZ Banking Group Limited · Sydney, New South Wales, AU
About Us 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...
Job description
About Us 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. About the Role: 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 and financial situation. In this Sydney-based role, you will be managing a portfolio of private clients with deposit, lending (Retail) and personal banking needs. You will be the primary relationship contact, supported by specialists, enabling timely and relevant solutions for all your clients’ needs. Role Type: Permanent, Full-time: Role Location: 242 Pitt Street, Sydney NSW 2000 What will your day look like? As the Associate Private Banker, you will be accountable for: - Demonstrating strong financial management by optimising margins, growing and retaining FUM, and identifying opportunities for specialist referral. - Enhancing customer experience through disciplined client contact, promoting self-service adoption, and meeting NP...