ANZ18 followers
Private Wealth Associate
About the job
The Private Wealth Associate job at ANZ is an exciting opportunity to support high net worth customers by delivering complex advice solutions. This role is crucial in helping clients manage, grow, and preserve their assets while ensuring compliance and excellent client outcomes. The team thrives in a collaborative environment, encouraging personal growth and development through active participation in client meetings.
You'll be responsible for
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Supporting Senior Private Wealth Advisers
Assisting in growing the business through portfolio management and successful relationships.📁
Managing customer files
Taking ownership of new and ongoing customer files to ensure compliance and accurate implementation of advice.💬
Contributing to client conversations
Engaging with high net worth customers to understand their needs and provide tailored advice solutions.Key criteria
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Relevant Bachelor's degree preferred
Completion of an Approved or Relevant Bachelor's degree is preferred.View
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Strong communication skills
Effective communication and influencing capabilities are essential.View
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Excellent time management
Ability to prioritise tasks and meet deadlines effectively.View
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