Private Advice Assistant

Private Advice Assistant Req ID : Department : Private Advice Division : Business & Private Bank Location : Sydney About Us At ANZ, we are 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 Role Are you ready for your next big career move? Step into the world of Private Bank and play a pivotal role in delivering exceptional client experiences. We are looking for a career driven, highly motivated individual to join us within Private Advice. As a Private Advice Assistant, you will be the backbone of our advisory team, supporting the seamless implementation of tailored advice solutions and ensuring every client interaction reflects the premium service our brand is known for. This is more than an administrative role - it is your gateway to a rewarding career in Private Bank. You will gain exposure to high-net-worth clients, work closely with experienced Advisers who provide bespoke and complex advice, and develop the skills that set you up for progression into senior client services or advisory positions. Role Type : Permanent Role Location : Sydney and Perth Work Hours : Full time (40 hrs / week) What will your day look like? As a Private Advice Assistant, you will be at the centre of delivering sophisticated financial solutions for high-net-worth clients. Your day will involve : Complex Implementation : Coordinate and execute the end-to-end implementation of tailored advice strategies across a broad range of investments and structures, ensuring accuracy and timeliness. Stakeholder Collaboration : Build strong relationships with internal teams - Advisers, Operations, Compliance to deliver seamless client outcomes and resolve complex queries. Client Interaction : Provide exceptional service through phone, email, and direct engagement with our clients, ensuring every interaction reflects our premium standard. Strategic Support : Anticipate client needs and assist in aligning advice solutions with their long-term objectives, while managing multiple priorities in a fast-paced environment. Process Excellence : Leverage systems and processes proactively to streamline workflows and enhance efficiency across the advice business. Integrity & Trust : Act in line with our purpose - delivering honest, fair, and transparent outcomes at all times that strengthen client trust and uphold regulatory standards. What will you bring? To grow and be successful in the role, you will ideally bring the following : Experience in the Financial Advice Industry Highly Regarded : Diploma of Financial Planning and / or related degree Customer-centric and passionate about driving and delivering customer advice outcomes Excellent written and verbal communication skills Resilient, fast paced with a strong growth mindset Ability to build productive relationships with team members, advisers and stakeholders Ability to identify, monitor and manage risks You’re not expected to have % 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. If you're a candidate with a disability or access requirement, and have an enquiry about the support provided, please let us know on your application or visit for alternate contact methods. #J-18808-Ljbffr