Private Banker
About Us
About the Role
What will your day look like?
In this Perth based role, you will be managing a portfolio of private clients with deposit, lending (Retail) and personal banking needs. You will be the primary relationship contact supported by specialists enabling timely and relevant solutions for all your clients' needs.
- Margin Management
- Maximise client satisfaction with disciplined contact plan each week
- Ensure all transactional banking and lending solutions are suitable and compliantly executed and that client expectations are effectively managed
- Work collaboratively with diverse stakeholders through effective communication to achieve best outcome for client & team
- Deliver a well managed portfolio across all NFR & Credit Risk expectations
What will you bring?
To grow and be successful in this role, you will ideally bring the following:
- Strong & influencing relationship management skills
- Deposits/Transactional Banking knowledge
- Strong communication & problem-solving skills
- Stakeholder Management to navigate the Bank
- Lending & Advice knowledge to execute or spot & refer
- CRM proficiency - High utilization to manage client base
You'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.
So why join us?
Job Posting End Date
Not included in the source posting: qualifications.
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
Read automatically from the employer's posting text. Always confirm with the employer — requirements can change after a job is published.