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Proactive client book management delivering quality outcomes for HNW clients
Ensure that client management for Strategic and Investment advice are professionally delivered according to client need, satisfaction, agreed SLAs and ANZ policy and processes
Provide support to broader advice team, with a focus on best practice knowledge sharing
About The Role Role Location : Brisbane CBD Role Type : Permanent Full Time 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 concerns and their financial situation.
As an Associate Private Wealth Advisor, you will support Senior Private Wealth Advisors in delivering to the needs of new and existing clients.
You will be part of the team ensuring the appropriate processes are followed to deliver great client outcomes through delivery of both strategic and investment advice. Attending client meetings will be part of this role to support Senior Private Wealth Advisors, and to assist with your development, with an expectation to actively participate during these client interactions.
About You To grow and be successful in this role, you will ideally bring the following:
Completion of Diploma in Financial Planning
RG 146 compliant for providing personal advice
Relevant Degree or Graduate Diploma
Previously held a Practicing Certificate
Previous experience in producing financial plans and dispensing advice for a variety of client needs according to the highest ethical standards
Sound technical knowledge enabling the best outcomes for customers
Ability to network, use initiative and work autonomously
High-level communication skills, both written and verbal
Excellent personal organisation and time management skills, with the ability to prioritise tasks and meet deadlines.
About ANZ At ANZ, everything we do boils down to 'why' – our purpose – to shape a world where people and communities thrive. We're just as focused on seeing our people thrive as well as our customers. We'll give you every opportunity to develop your career.
We are responding faster to changing customer requirements, focusing on the things that matter the most, energising our people, eliminating waste and reducing bureaucracy.
A happy workplace is a thriving one. So in order to attract and keep the best talent, and say thanks for the hard work, we make sure all our employees are rewarded.
ANZ recognises the value of an inclusive and diverse work environment. We take pride in the diversity of our people and encourage applications from diverse candidates. Our recruitment decisions are based on the key needs inherent requirements of each role, and candidates are selected based on their unique strengths and characteristics.
We work flexibly at ANZ. Talk to us and let us know how this role can be flexible for you.
To find out more about working at ANZ or to view other opportunities visit www.anz.com/careers. You may apply for this role by visiting ANZ Careers and search for reference number AUS107233.