Private Wealth Adviser/ Associate

Role summary

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

The Private Wealth Adviser/Associate supports advisers in delivering tailored investment, lending, cash-flow and wealth-management solutions to high-net-worth clients. Requirements typically include relevant experience in private banking, financial advice, investments or client service, strong commercial and analytical skills, and knowledge of Australian wealth and lending products. Candidates are expected to build trusted client relationships, prepare advice and meeting materials, coordinate transactions, maintain accurate records, follow regulatory and risk requirements, and work effectively with specialists across the bank. Relevant tertiary qualifications and progress toward, or completion of, Australian financial advice accreditation may be advantageous. Professional communication, discretion, attention to detail and a proactive, client-focused approach are essential.

About the employer

ANZ Group Holdings Limited is one of Australia and New Zealand’s major banking groups, providing retail, commercial, institutional and private banking services. Established in Australia, ANZ operates across the region and serves individuals, businesses, corporations and government-related customers. Its services include everyday banking, home and business lending, payments, deposits, wealth solutions, investment banking and financial markets. ANZ’s private wealth business supports high-net-worth clients with tailored banking, lending, investment and strategic wealth solutions. The bank promotes responsible banking, customer relationships, digital innovation and disciplined risk management. Melbourne is one of its major corporate and operational centres. Employees typically work in a regulated environment where collaboration, sound judgement, confidentiality and strong customer outcomes are highly valued.

Working in Australia

Australia offers opportunities in banking, financial services, technology, healthcare, engineering, construction, education, tourism and skilled trades, with Melbourne, Sydney, Brisbane, Perth and Adelaide as major employment hubs. Workplace culture is generally practical, relatively informal and collaborative, with emphasis on inclusion, professionalism and work-life balance. Lifestyle varies from energetic city living to coastal, regional and outdoor communities; public healthcare, multicultural food and extensive beaches and national parks are major attractions. Housing and transport costs can be high, especially in Sydney and Melbourne. Visa options include employer-sponsored pathways such as the Skills in Demand visa, points-tested skilled visas, graduate visas and working holiday arrangements, depending on nationality, occupation and eligibility. Job seekers should check current requirements with Australia’s Department of Home Affairs. Relocating usually involves securing a visa, employment, accommodation, tax file number, bank account and private health cover where appropriate.