# Senior Private Wealth Adviser at ANZ

ANZ is hiring a Senior Private Wealth Adviser in Melbourne, Australia. Level rates it Little AI ●○○○; you can [apply on ANZ](https://jobsbylevel.com/go/adfdce20-065e-48c5-a46c-5540b92b726f?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. Melbourne.

## Details

- Company: [ANZ](https://jobsbylevel.com/companies/anz)
- AI level: AI Level 1 (score 37 out of 100)
- Location: Melbourne
- Posted: October 29, 2026
- Apply: https://jobsbylevel.com/go/adfdce20-065e-48c5-a46c-5540b92b726f?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=senior-private-wealth-adviser-at-anz-3be01a

## Description

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 The purpose of the Senior Private Wealth Adviser role is to drive the efficient and effective delivery of complex advice solutions to ultra-high-net-worth (UHNW) customers by extracting deep knowledge of their needs and then providing market leading strategic advice across wealth strategy and investment solutions. The role will provide direction and guidance to customers while confidently being able to articulate and demonstrate the value of advice and deliver outcomes to improve their financial position. As a Senior Private Wealth Adviser, you will identify and understand our high-net-worth customer needs and leverage expertise to improve and protect their financial position, while proactively managing internal and external relationships in the pursuit of actively growing the Private Banking & Advice (PB&A) business. You will work in a collaborative and social team environment ensuring excellent client outcomes through delivery of both strategic and investment advice. You will also be supported by a qualified team across capability, quality, administration and paraplanning. 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 role Role Location: Melbourne VIC Work Hours: Full time roles (40 hours per week) What will your day look like? As a Senior Private Wealth Adviser, you will: Proactively build and grow our business through portfolio management, successful relationships, technology and use of data Ongoing conversations with high-net-worth customers to understand their needs and requirements to be able to provide tailored advice solutions Deliver strategic financial advice and build relationships with clients whilst managing referrals effectively Continuously coach and advise HNW customers to meet and exceed their financial goals Actively coach and collaborate with internal referral partners and the wider Private Banking & Advice (PB&A) business Act in line with our purpose and strategy to re-engage the community, be worthy of their trust and ensure our products and services are provided honestly, fairly and are free of any conflicts of interest Actively contribute to the overall well managed PB&A business from a risk and process perspective What will you bring? To grow and be successful in this role, you will ideally bring the following: Extensive experience in Advice (including high-net-worth individual/entities), and a comprehensive understanding of markets, investments and strategic solutions to meet the customer’s needs Have met all FASEA Education Standards Excellent advice audit results High ethical standards reflected in a history of providing advice across a broad range of strategies to high net wealth clients Resilient, fast paced with a strong growth mindset Ability to build productive relationships with team members, referral partners and customers Strong, effective communication skills and influencing capability Ability to network, use initiative and work independently Excellent personal organisation and time management skills, with the ability to prioritise tasks and meet deadlines 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.

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/senior-private-wealth-adviser-at-anz-3be01a

Source: https://jobsbylevel.com/jobs/senior-private-wealth-adviser-at-anz-3be01a

## Cite this page

Level. https://jobsbylevel.com/jobs/senior-private-wealth-adviser-at-anz-3be01a.

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