Senior Private Wealth Advisor, Sydney CBD Senior Private Wealth Advisor, Sydney CBD …

in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Senior Private Wealth Advisor, Sydney CBD
  • Help customers achieve their dream wealth goals.
  • Work within a team that values collaboration and innovation
  • Unlimited growth potential!
About The Role
Role location: Sydney
Role Type: Permanent, Full-time

As a Sr. 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 CIT003320.