ANZ26 followers19 jobs

Private Advice Assistant

JuniorMid levelFull-timeOfficeSydney NSW, AustraliaPosted 5 hours agoVerified 12 hours ago
Pending fitX of Y criteria met

About the job

The Private Advice Assistant job at ANZ is an exciting opportunity to be at the heart of delivering sophisticated financial solutions for high-net-worth clients. This position is not just about administration; it’s a gateway to a rewarding career in Private Banking, where you will gain invaluable exposure and skills. The team thrives on collaboration, innovation, and a commitment to exceptional service, making it a fantastic environment for personal and professional growth.

You'll be responsible for

🔄

Coordinating complex implementations

You will coordinate and execute the end-to-end implementation of tailored advice strategies across various investments and structures, ensuring accuracy and timeliness.
🤝

Building stakeholder relationships

Foster strong relationships with internal teams like Advisers, Operations, and Compliance to deliver seamless client outcomes and resolve complex queries.
📞

Providing exceptional client service

Engage with clients through phone, email, and direct interactions, ensuring every experience reflects our premium service standards.

Key criteria

💼

Experience in financial advice

Demonstrated experience in the financial advice industry.

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📜

Diploma of financial planning

Possession of a Diploma of Financial Planning or related degree.

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🤝

Customer-centric mindset

Proven ability to drive and deliver customer advice outcomes.

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Meet the team

About the company

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5 criteria for this job
Experience in financial advice
Demonstrated experience in the financial advice industry.

View

Diploma of financial planning
Possession of a Diploma of Financial Planning or related degree.

View

Customer-centric mindset
Proven ability to drive and deliver customer advice outcomes.

View

Communication skills
Excellent written and verbal communication skills are essential.

View

Risk management ability
Experience identifying, monitoring, and managing risks effectively.

View

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