Senior Private Wealth Adviser

Role summary

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

The Senior Private Wealth Adviser supports high-net-worth clients with tailored financial advice, investment strategies, retirement planning, portfolio management and broader wealth solutions. The role typically requires relevant financial planning or wealth management qualifications, Australian regulatory accreditation, strong technical knowledge and substantial experience advising affluent clients. Candidates are expected to build trusted, long-term relationships, understand complex financial goals, act in clients’ best interests and maintain high standards of compliance and documentation. Strong communication, commercial judgment, referral-building skills and the ability to collaborate with specialists across banking and investments are important. Experience working within a major bank or private wealth environment would be advantageous.

About the employer

ANZ Bank is one of Australia and New Zealand’s major banking groups, providing services to personal, business, institutional and wealth customers. Founded in 1835, ANZ operates across Australia, New Zealand and selected international markets. Its offerings include everyday banking, home and business lending, corporate and institutional banking, investments, insurance and private wealth services. The bank employs thousands of people across branches, corporate offices, technology teams and specialist financial services divisions. ANZ focuses on helping customers manage money, grow businesses and achieve longer-term financial goals, while investing in digital banking and responsible business practices. The company’s Melbourne operations include important corporate, wealth and technology functions. Employees generally work in regulated, collaborative environments where client service, risk management, professional integrity and continuous improvement are strongly emphasised.

Working in Australia

Australia is a large island nation with strong opportunities in banking, financial planning, technology, healthcare, construction, education, mining and professional services. Melbourne offers a diverse culture, excellent restaurants, sporting events, arts, public transport and a generally high quality of life, although housing can be expensive. Australian workplaces are usually professional but relatively informal, with emphasis on teamwork, clear communication and work-life balance. Skilled professionals may qualify for employer-sponsored visas, the Skilled Independent visa or state-nominated pathways, depending on occupation, qualifications, experience and points. Financial advisers may also need relevant Australian qualifications, licensing and compliance approvals. Relocating normally involves securing a visa, employment, health insurance, accommodation and a tax file number. Australia’s major cities are multicultural and welcoming, while regional areas may offer lower living costs and additional migration opportunities. Check current requirements with the Department of Home Affairs before making plans.