Advice Director
vor 1 Monat
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Advice DirectorDepartment: Private Advice
Division: Australia Commercial
Location: Sydney
About UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.
About the RoleAs an Advice Director in our Team, you'll play a key role in leading a team of Senior Private Wealth Advisers and Private Wealth Advisers in NSW, driving the delivery of exceptional advice to high-net-worth clients and family offices.
An effective and collaborative member of the Private leadership team, your role will undertake business planning and execution to achieve agreed outcomes.
What will your day look like?As an Advice Director, your key accountabilities will include:
Client:
Drive the delivery of exceptional advice and service to UHNW clients.Originate and maintain key client relationships ensuring strong engagement and satisfaction.Proactively identify opportunities to engage with clients to deepen the relationships.Improve client experience through process enhancements and utilise advice technology.People:
Lead & inspire the team to deliver excellent standards of advice and service to clients, fostering a high-performing environment and driving results.Maintain a healthy team environment where people feel safe to speak up, supported during change, and motivated to add value.Momentum:
Develop and execute business plans, support lead generation campaigns, and build networks with referral partners.Strong business acumen, acquire new business, demonstrate solid & robust pipeline management and drive a strong sales culture.Support and undertake momentum activity with internal referral partners across Private Bank and ANZ more broadly.Risk/Compliance/Behaviours:
Comply with ANZ requirements, adhere to legal and regulatory standards to ensure the business is well managed with a focus on risk management.Remain compliant with continuous professional development requirements.Utilise advice technology and other ANZ systems in line with process and procedure.What will you bring?To grow and be successful in this role, you will ideally bring the following:
Experience managing, building and coaching professional UHNW advice teams.Demonstrated ability to deliver results and achieve business objectives.Strong understanding of the market and end-to-end advice process, legal and regulatory requirements.High-quality communication skills, stakeholder relationship management, and business development capability.Financial advice qualifications meeting legal and regulatory requirements for a wholesale lead advisory business.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?From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.
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, opportunities, and support you need to take the next big step in your career.
We're a diverse bunch at ANZ in different roles, different locations, doing different things.
That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'.
We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.
At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated.
That's because we're committed to building a workplace that reflects the diversity of the communities we serve.
We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself.
Job Posting End Date #J-18808-Ljbffr
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