Senior Private Banker, Sydney

at  ANZ Banking Group

Sydney, New South Wales, Australia -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate27 May, 2024Not Specified01 Mar, 2024N/AGood communication skillsNoNo
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Description:

Req ID: 57490
Department: Private Office
Division: Australia Commercial
Location: Sydney
About the role
Focused on delivering a first-class Private Bank experience to our highest net worth and ANZ Group connected clients
Proactively develop and maintain a detailed understanding of clients’ financial needs
Work with Specialists and other business units to identify opportunities and execute solutions
Role Location: 242 Pitt Street, Sydney NSW 2000
Role Type: Permanent, Full-time
The ANZ Private Office team caters to ANZ’s highest net worth individuals and family groups, assisting them to manage, grow and preserve their wealth. We provide our clients with a personalised relationship and holistic solutions tailored to their values, aspirations, needs and their financial situation.
In this role based in the Sydney CBD you will be the primary relationship contact responsible for a portfolio of Private Office clients. Your role will provide timely and efficient execution of relevant solutions across banking and wealth solutions to these clients and you will work collaboratively with them to navigate ANZ, in order to provide accurate and efficient solutions to their specific needs. As the Senior Private Banker, you will run the portfolio in a risk aware, client centric manner. Collaboration will also be required with Specialists, Lending Team, CST, other Private Bank segments, and importantly other ANZ business units in order to fully meet client needs.
What will your day look like

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Graduate

Proficient

1

Sydney NSW, Australia