Advice Director, Sydney CBD

ANZ

Vacancy closed!

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

Location
Sydney
Reference #
AUS116312
Closing Date
20-09-2020
Sector(s)

Banking & Financial Services

Vacancy Type
Permanent
Work type
Full-Time
  • Help customers achieve their dream wealth goals
  • Build strategic workforce capabilities through acquisition, upskilling and reskilling
  • Foster a healthy team environment where people feel safe to speak up, supported during change, and also motivated to add value

About The Role

Role location: Sydney 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 the Advice Director, your mission is to lead and manage a highly qualified Private Bank Advisory team through role-modelling and driving a values-led, accountable culture across your business. You will also drive the efficient and effective delivery of advice solutions to Private Bank customers by extracting deep knowledge of their needs and then providing market leading strategic advice across wealth, insurance and investment solutions.

 

Apart from looking after the Private Banking team’s operational side, you will also part-take a role in developing your Advisory Team. You will provide coaching and mentoring support to your staff to ensure and enhance the reputation of ANZ Private Bank and Advice capabilities with our customers.

 

About You

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

  • Strong leadership and management experience in the Advice industry
  • Extensive experience in providing Advice to customers and a comprehensive understanding of markets, sophisticated
  • investments and complex strategic solutions including multiple tax structures to meet the customer needsHas industry relevant post graduate qualification, DFP 1-8 required & CFP preferred
  • Tax Practitioners Board Accredited or within 12 months
  • Strong understanding of end to end advice process including both Retail and Wholesale frameworks
  • In depth industry market knowledge, including how our global view and impacts our individual customers
  • Ability and willingness to get on the tools as required
  • Resilient, fast paced with a strong growth mindset
  • Ability to build productive relationships with team members, customers, peers and stakeholders.
  • Ability to Identify, monitor and manage risks, issues and dependencies, agreeing appropriate risk responses
 

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 www.anz.com/careers. You may apply for this role by visiting ANZ Careers and search for reference number AUS116312.

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