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
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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
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Experience in lending and cash management
Demonstrated experience in lending, advice, and cash management.View
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Understanding of credit and compliance
Sound understanding of credit, risk, and compliance requirements.View
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Client relationship management skills
Proven ability to manage client requests with urgency and accuracy.View
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