Private Advice Assistant

Role summary

Written by MyIslandJob from the job title and employer. See the employer's page for the full description.

The Private Advice Assistant supports private advisers and clients by coordinating appointments, preparing advice documentation, maintaining accurate client records, processing requests, and helping deliver a high-quality wealth management experience. Requirements generally include relevant experience in financial services, administration, client service, or advice support; strong organisation and attention to detail; sound written and verbal communication; and confidence handling confidential information. Candidates are expected to work collaboratively, manage competing deadlines, follow regulatory and operational procedures, and demonstrate professionalism, discretion, and a client-first approach. Knowledge of financial advice, investments, superannuation, or banking is advantageous, while relevant qualifications or progress toward industry accreditation may be preferred.

About the employer

ANZ, or Australia and New Zealand Banking Group, is one of Australia’s major banking groups, serving retail, business, institutional, and private clients across Australia, New Zealand, and selected international markets. Established in 1835, the bank provides everyday banking, lending, payments, wealth management, commercial banking, and institutional financial services. Its private banking and advice teams work with high-net-worth clients by providing tailored financial guidance, investment support, lending solutions, and long-term relationship management. ANZ employs a large, diverse workforce and promotes collaboration, customer focus, responsible banking, inclusion, and professional development. The organisation continues to invest in digital banking, risk management, technology, and simpler customer experiences while meeting extensive regulatory obligations.

Working in Australia

Australia offers opportunities in banking, financial advice, technology, healthcare, engineering, education, construction, tourism, and skilled trades. Melbourne, Sydney, Brisbane, Perth, and Adelaide are major employment centres, with salaries varying by industry and living costs. Australian workplace culture is generally professional but relatively informal, valuing punctuality, clear communication, teamwork, diversity, and work-life balance. Lifestyle options range from vibrant cities and beaches to regional towns, national parks, and outdoor activities. Housing and transport costs can be high, especially in Sydney and Melbourne, so budgeting is important. People relocating usually need an appropriate visa, such as an employer-sponsored visa, skilled migration visa, graduate visa, or working holiday visa, depending on eligibility. Applicants should check current requirements through the Australian Department of Home Affairs. Health insurance, tax registration, banking arrangements, and accommodation should be organised before or soon after arrival.