AN
Banking Consultant at ANZ meeting customers’ banking needs and educating them on financial solutions. Delivering high customer service standards in a collaborative branch environment.
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Hybrid Consultant – Private Wealth Support
Posted 2 weeks ago
About the role
- Handle complex queries across a range of topics (including reporting, bespoke investment offerings and individual HIN Administration etc)
- Manage multi-channel enquiries end-to-end, ensuring timely resolution
- Collaborate with internal teams to resolve issues without escalation
- Master Netwealth’s complex product suite
- Meet high expectations from private wealth clients and advisers
- Communicating intricate financial concepts clearly and effectively
- Keeping pace with industry and legislative changes
Requirements
- 2+ years’ experience in wealth management, financial advice support, or high-end financial services customer service
- Exposure to investment platforms or private banking highly desirable
- Progress toward or completion of RG146 compliance viewed favourably
- Strong grasp of structured products, derivatives, managed accounts, and HIN administration
- Exceptional communication skills, both verbal and written
- Proven ability to deliver high-quality service in a fast-paced, multi-channel environment
- Strong problem-solving skills and attention to detail
- Understanding of transaction processing and operational workflows in a platform or brokerage context
- High level of professionalism and integrity in client communications and data handling
Benefits
- Family-friendly support: Paid parental leave and a fully funded school holiday program
- Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts, and financial wellbeing services
- A vibrant culture: Social events, trivia nights, and corporate sports
- Employee Resource Groups: LGBTQIA+, DAWN (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group
- Community impact: Paid volunteering and our Netwealth Impact Group
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
SA
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