ANZ24 followers32 jobs

Associate Private Banker Associate Private Banker

JuniorMid levelFull-timeOfficeBrisbane QLD, AustraliaPosted 2 months agoVerified 1 week ago
Pending fitX of Y criteria met

About the job

As an Associate Private Banker at ANZ, you will play a vital role in supporting high net worth individuals and family groups in managing their financial needs. This position offers a fantastic opportunity to build meaningful relationships while providing tailored solutions that enhance clients' financial wellbeing. The team values collaboration, continuous improvement, and a growth mindset, ensuring that everyone has the chance to learn and thrive.

You'll be responsible for

📊

Supporting financial and portfolio management

Assisting in margin optimisation and the growth and retention of Total Revenue & Funds Under Management (FUM) across various solutions.
🏦

Managing lending and deposit activities

Overseeing day-to-day lending and deposit activities aligned to client needs while identifying opportunities for improvement.
💬

Providing client support

Delivering responsive and proactive client support through personal engagement and contributing to client satisfaction outcomes.

Key criteria

💼

Experience in lending and cash management

Demonstrated experience in lending, advice, and cash management.

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🔍

Understanding of credit and compliance

Sound understanding of credit, risk, and compliance requirements.

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📞

Client relationship management skills

Proven ability to manage client requests with urgency and accuracy.

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Meet the team

Think you're a good fit?See what the hiring team are looking for

About the company

View your fit

5 criteria for this job
Experience in lending and cash management
Demonstrated experience in lending, advice, and cash management.

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Understanding of credit and compliance
Sound understanding of credit, risk, and compliance requirements.

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Client relationship management skills
Proven ability to manage client requests with urgency and accuracy.

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Stakeholder collaboration skills
Experience engaging clients and external networks effectively.

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Commercial acumen for growth
Ability to identify opportunities to grow funds under management.

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