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ANZ

Associate Private Banker

ANZ is hiring an Associate Private Banker in Perth, Australia. Level rates it ; you can apply on ANZ.

Level's read on this job

  • On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
  • Tools and skills the posting cites include portfolio management, wealth management and lending.
  • Level classifies it as a mid-level role.
  • Level lists 182 other open roles at ANZ.
  • The role was posted within the past two weeks.

AI in this role

Associate Private Banker to co-manage high-net-worth client portfolios, providing tailored lending, deposit, and investment solutions.

portfolio-managementwealth-managementlendingclient-relationship-managementfinancial-advisory

About Us

At 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.

Join Business & Private Bank and help deliver our growth ambitions by backing Australian businesses and private clients with the insights, solutions and support they need to move forward. We play a critical role in delivering the ANZ 2030 Strategy and you’ll be part of a team guided by our values to put customers first, deliver with excellence, own the outcome and work as one.

About the 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.

In this Associate Private Banker role, you will be co-managing a portfolio with Senior Private Banker, of clients with deposit, lending (Retail & Commercial), investment and personal banking needs. You will be the primary relationship contact supported by Specialists enabling timely and relevant solutions for all your clients’ needs.

Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.

Role Type: Permanent, Full time (40 hours per week)

Role Location: Level 5, 240 St Georges Terrace, Perth WA 6000

What will your day look like?

As an Associate Private Banker, you will be accountable for:

  • Financial and portfolio management - Supporting margin optimisation and the growth and retention of Total Revenue & FUM across lending, deposit, and investment solutions
  • Lending, deposits, and specialist referral - Managing day to day lending and deposit activities aligned to client needs, while proactively identifying opportunities to enhance client outcomes through referral to ANZ Private specialists
  • Client experience - Providing responsive and proactive client support through disciplined but personal engagement, encouraging self service adoption where appropriate, and contributing to NPS and client satisfaction outcomes
  • External network and deal origination - Actively engaging external referral networks to identify proprietary lending and investment opportunities and support broader business development
  • Risk, compliance, and governance - Ensuring all solutions are appropriate and compliant with Credit, Code of Conduct, and NFR requirements, with strict adherence to mandatory learning and system use
  • Collaboration and continuous improvement - Working effectively with internal and external stakeholders to deliver optimal outcomes, while embracing change and contributing to ongoing personal and team development

What will you bring?

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

  • Experience across Lending, Advice and Cash Management
  • Sound understanding of credit, risk, and compliance requirements across Retail and Commercial lending solutions
  • Proven ability to manage daily client requests with accuracy, urgency, and attention to detail
  • Relationship skills with the ability to engage both clients and external referral networks
  • Commercial acumen to identify opportunities to grow FUM and introduce specialist solutions
  • Stakeholder management and collaboration skills
  • Proactive, adaptable mindset with a commitment to continuous learning and high performance


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. 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 ANZ Accessibility and Inclusion Programs for alternate contact methods.

To find out more about working at ANZ, visit https://www.anz.com.au/careers. You can apply for this role by visiting ANZ Careers and searching for reference number 127676 .

Job Posting End Date

13/11/2026, 11:59pm

How we rate this

Associate Private Banker at ANZ rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Portfolio ManagementWealth ManagementLendingClient Relationship ManagementFinancial Advisory

Questions you could be asked

  1. Tell me about a project where portfolio management was part of your work. What did you do?
  2. Tell me about a project where wealth management was part of your work. What did you do?
  3. Tell me about a project where lending was part of your work. What did you do?
  4. Tell me about a project where client relationship management was part of your work. What did you do?
  5. Tell me about a project where financial advisory was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: Portfolio Management, Wealth Management, Lending, Client Relationship Management, and Financial Advisory. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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