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Senior Investment Advisor, Melbourne CBD

Location: Melbourne
Company: ANZ
Contract type: Permanent
Hours: Full time
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  • Proactively build and grow our business through portfolio management, successful relationships, technology and use of data
  • Actively coach and collaborate with internal referral partners, team members and the wider Private Bank and Advice business
  • Contribute to the overall well managed Private Bank and Advice business from a risk and process perspective
About The Role

Role Location: 55 Collins Street, Melbourne VIC 3000

Role Type: Permanent, Full-time role

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 Investment Adviser, your mission is to identify and understand the investment needs of our high-net worth customers and leverage expertise to enhance their financial position, while of our proactively managing internal and external relationships in the pursuit of actively and ethically growing the Private Banking and Advice business.

Your purpose is to be accountable for the delivery of markets solutions and strategic investment advice, building relationships with clients whilst managing referrals effectively. This role is key in promoting the ANZ Private Bank proposition to our national client base and provide tailored market solutions across the broad spectrum of investments and trading products (including equities, FX and rates). You must effectively collaborate between the ANZ Markets team, CIO functions, Investment Solutions, and external providers to ensure that our tailor-made offering is delivered to the specific need of our customers.

About You

To grow and be successful in this role, you will ideally bring the following:

  • Extensive experience in financial advising and/or industry experience
  • A comprehensive understanding of markets and sophisticated investment solutions to meet customer needs
  • Proven experience in training bankers regarding markets and sophisticated investment solutions
  • Completion of Diploma in Financial Planning
  • RG 146 compliant for providing personal advice
  • Relevant Degree or Graduate Diploma
  • Previously held a Practicing Certificate
  • Previous experience in producing financial plans and dispensing advice for a variety of client needs according to the highest ethical standards
  • Sound technical knowledge enabling the best outcomes for customers
  • Ability to network, use initiative and work autonomously
  • Ability to build productive relationships with team members, referral partners and customers
  • Ability to generate new customer opportunities via existing and new sourcing channels
  • High-level communication skills, both written and verbal
  • Excellent personal organisation and time management skills, with the ability to prioritise tasks and meet deadlines.
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 needs inherent 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 AUS115734. #GD4.1

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