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Private Banker

Private Banker
Company:

Anz



Job Function:

Finance

Details of the offer

Kia Hanga I Te Ao, E Ora Ai, E Tupu Ai, Te Tangata Me Te Kainga. At ANZ our purpose is to shape a world where people and communities thrive. We're making this happen by improving the financial wellbeing and sustainability of our customers so they can achieve incredible things- whether they're buying a home, building a business or saving for things big or small.The Private Banker is critical to making this happen and key responsibilities of the role will include the following:Be responsible for the management, growth and retention of a set of Private Bank clients with a particular focus on investment management and advice.Build a thorough understanding of each client's financial requirements and understand your clients' needs and risk profile to ensure positive customer outcomesDevelop new business through your own personal network, as well as working collaboratively with colleagues to following up on referrals and developing existing client relationshipsEnsure Private Bank clients receive advice and service to the highest levelBuild a professional profile within your communityProvide coaching & guidance to Associates, helping to create a supportive, creative and achievement oriented work environment for the teamCollaborate with key stakeholders and colleagues to ensure your client's service experience is consistent across the bankReporting to a Senior Private Banker and supported by an Associate Private banker who are based in Dunedin, you will join a supportive team environmentRole Location: Waihopai - Invercargill Region Company description:ANZ Banking Group LimitedJob description:Mo te turanga - About the roleKia Hanga I Te Ao, E Ora Ai, E Tupu Ai, Te Tangata Me Te Kainga. At ANZ our purpose is to shape a world where people and communities thrive. We're making this happen by improving the financial wellbeing and sustainability of our customers so they can achieve incredible things- whether they're buying a home, building a business or saving for things big or small.The Private Banker is critical to making this happen and key responsibilities of the role will include the following:Be responsible for the management, growth and retention of a set of Private Bank clients with a particular focus on investment management and advice.Build a thorough understanding of each client's financial requirements and understand your clients' needs and risk profile to ensure positive customer outcomesDevelop new business through your own personal network, as well as working collaboratively with colleagues to following up on referrals and developing existing client relationshipsEnsure Private Bank clients receive advice and service to the highest levelBuild a professional profile within your communityProvide coaching & guidance to Associates, helping to create a supportive, creative and achievement oriented work environment for the teamCollaborate with key stakeholders and colleagues to ensure your client's service experience is consistent across the bankReporting to a Senior Private Banker and supported by an Associate Private banker who are based in Dunedin, you will join a supportive team environmentRole Location: Waihopai - Invercargill RegionRole Type: Permanent, FulltimeOu Pukenga? - What will you bring?To grow and be successful in this role, you will ideally bring the following:Proven track record of experience working with investment clients to deliver investment portfolio solutions and advice, focussed primarily globally diversified asset classes such as shares, bonds, property and infrastructure.Minimum Qualification requirement: Financial Advisers Regime -New Zealand Certificate in Financial Services (Level 5) (Investment), or, other approved relevant qualification is required for this rolePrevious experience in banking with in-depth knowledge of financial marketsCredit skills - all residential & commercial excluding development (not business but individual credit) - an asset but not essentialExcellent Relationship management & sales experienceAdvanced communication, presentation & networking skillsYou're not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we'd love to hear from you. If selected for an interview, we'll be asking you to showcase how you've developed and used your strong personal & professional brand profile, to build your client base, and grow and retain business in similar roles.He aha te take e uru ai koe ki a matou? - So, why join us?There's something special about being part of ANZ. From the moment you join us, you're part of a team working towards a common goal: improving the financial wellbeing and sustainability of our millions of customers.But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources and community you need to take the next big step in your career, towards even bigger things in the future.We offer a range of benefits tailored to the countries in which we operate including Health and Wellbeing programs and flexible working arrangements.You'll also enjoy working in a diverse and inclusive workplace where the different backgrounds, perspectives and life experiences of our people are celebrated. We encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability, let us know how we can provide you with additional support.To find out more about working at ANZ or to view other opportunities visit Posting End Date25/04/2024, 11.59pm, (Melbourne Australia) Report this job advert Don't provide your bank or credit card details when applying for jobs. #J-18808-Ljbffr


Source: Talent_Dynamic-Ppc

Job Function:

Requirements

Private Banker
Company:

Anz



Job Function:

Finance

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