Senior Private Wealth Advisor, Adelaide CBD


Vacancy closed!

Unfortunately this vacancy is no longer open. Please contact a member of staff if you require assistance.

Reference #
Closing Date

Banking & Financial Services

Vacancy Type
Work type
  • Help customers achieve their dream wealth goals.
  • Work within a team that values collaboration and innovation
  • Unlimited growth potential!

About The Role

Role location: Adelaide CBD

Role Type: Permanent, Full-time


ANZ Private caters to ANZ's highest net worth individuals and family groups, assisting them to manage, grow and preserve their assets. We provide our clients with a personalised relationship and holistic solutions tailored to their values, aspirations, needs and concerns and their financial situation.


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 proposition to our banking client base by extracting deep knowledge on client needs and then providing them with market leading advice across the broad spectrum of ANZ’s wealth products.


About You

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

  • Extensive markets & investments experience
  • Significant Leadership & management experience in advice context
  • Extensive financial planning/strategic advice experience. Has 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

About ANZ

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.


A happy workplace is a thriving one. So in order to attract and keep the best talent, and say thanks for the hard work, we make sure all our employees are rewarded.


ANZ recognises the value of an inclusive and diverse work environment. We take pride in the diversity of our people and encourage applications from diverse candidates. Our recruitment decisions are based on the key inherent needs and requirements of each role, and candidates are selected based on their unique strengths and characteristics.


We work flexibly at ANZ. Talk to us and let us know how this role can be flexible for you.


To find out more about working at ANZ or to view other opportunities visit You may apply for this role by visiting ANZ Careers and search for reference number AUS116177.


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