Req ID: 101142
Department: Private Advice
Division: Australia Commercial
Location: Brisbane
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
The purpose of the Private Wealth Adviser role is to support the Senior Private Wealth Advisers managing the financial advice relationships with high net worth ANZ Private clients. The role will deliver or support the delivery of compliant financial advice based on a thorough understanding of clients’ values and goals. The role will deliver retail financial advice in its own right and support the delivery of wholesale financial advice. The role will also support the execution of investment transactions for self-directed clients. The role may hold the primary relationship with some retail clients. The role will support and undertake momentum activity.
Role Location: Eagle Street, Brisbane QLD
Role Type: Permanent, Full time
What will your day look like?
This role is accountable for:
Support the Senior Private Wealth Advisers successfully manage client relationships
Provide high quality retail financial advice to clients that is in line with clients’ values, goals and financial position.
Adhere to Private Bank policy and process in regard to advice delivery and investment execution
Oversee and approve the implementation of client advice and instructions, ensuring implementation is accurate, timely and completed in line with process and policy.
Work effectively as part of an advice team including senior private wealth advisers, advice assistant and paraplanners.
Engage regularly with referral partners, including private bankers and business bankers.
Adhere to Corporations Act, ASIC regulatory requirements, Adviser Code of Ethics and all other legal and regulatory requirements
Resolve client complaints or escalate them as required. Record all complaints in line with policy and process.
Support the Senior Private Wealth Adviser with the retention of existing clients and new client growth
Support business partners across Private Bank, Commercial and Retail with their momentum, including with client referrals who have banking needs.
Support the Senior Private Wealth Adviser in undertaking momentum activity with internal referral partners across Private Bank and the broader ANZ Group
What will you bring?
To grow and be successful in the role, you will bring the following:
Completion of the financial adviser professional exam
Completion of the professional year (if required to provide retail financial advice)
Previous experience in the provision of retail financial advice to high net worth clients with complex needs
Excellent understanding of financial services products, including investments, superannuation, SMSF, and insurance.
Excellent understanding of advice process, legal and regulatory requirements,
You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.
So why join us?
From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.
But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career.
We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.
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.
. You can apply for this role by visiting ANZ Careers and searching for reference number 101142 .