Senior Private Wealth Advisor, Brisbane CBD

• Partner with our customers to help them achieve their dream wealth goals.
• Work within a team that values collaboration and innovation
• Unlimited growth potential!

About The Role

Role location: Brisbane CBD, but role may require some travel

Role Type: Permanent, Full-time

Note: Two opportunities available

As a Senior Private Wealth Advisor, you will be accountable for delivery of strategic financial advice and building relationships with clients whilst managing referrals effectively. Your role is key in promoting the ANZ Private Bank advice proposition to our high net worth banking client base by extracting deep knowledge on client needs and providing them with market leading advice across the broad spectrum of ANZ’s wealth and strategic solutions. This role will cover Brisbane as well as some strategic client centers like Gold Coast and Sunshine Coast which may require some travel.

About You

To be successful in this role, you will ideally bring the following – 

• Comprehensive strategic and technical knowledge & extensive investments experience
• Demonstrated experience providing financial advice, especially dealing with high net worth clients
• Industry relevant post graduate qualification, DFP 1-8 required & CFP preferred
• Exceptional relationship management experience
• Exceptional understanding and ability to enact complex financial structures and entities
• Genuine passion for providing world class financial advice and service to clients

At ANZ, everything we do boils down to ‘why’ – our purpose – to shape a world where people and communities thrive. We're just as focused on seeing our people thrive as well as our customers. We'll give you every opportunity to develop your career.

We are responding faster to changing customer requirements, focusing on the things that matter the most, energising our people, eliminating waste and reducing bureaucracy.