Executive Private Adviser

Westpac New Zealand Ltd; Auckland; On-site; NZD 130,000 - 170,000; Full time

Benefits offered by this job

Base salary + 10% superannuation

Job summary

Westpac New Zealand Ltd in Auckland CBD is seeking a senior Executive Private Adviser in the Private Bank, based at Takutai Square. You will manage a portfolio of high-net-worth clients, delivering tailored advice across lending, banking and wealth to help clients grow and protect their wealth.

You'll deepen relationships through networks and referrals, collaborating with specialists across Westpac to achieve exceptional outcomes while maintaining strict risk, regulatory and professional

Qualifications

• Experience working with high-net-worth or ultra-high-net-worth clients
• A strong professional network and a demonstrated ability to generate new business
• Deep understanding of lending, wealth and complex financial structures
• Outstanding relationship-building and influencing skills
• Strong commercial acumen and market awareness
• A reputation for professionalism, integrity and client advocacy

Responsibilities

• Managing and growing a portfolio of high-value clients
• Delivering holistic advice and solutions across lending, banking and wealth
• Building new client relationships through networks and referrals
• Collaborating with specialists across Westpac to achieve exceptional client outcomes
• Maintaining strong risk, regulatory and professional standards
• Contributing to the growth and success of Private Bank

Skills

HNW clients

Networking

Wealth & lending

Relationship skills

Commercial acumen

Professionalism

Job description

Executive Private Adviser – Private Bank Based at Westpac on Takutai Square | Britomart, Auckland CBD Full-time, Permanent Base salary + 10% superannuation

Westpac Private Bank supports some of New Zealand's most successful individuals, families and business owners. Backed by the scale, specialist expertise and reputation of one of New Zealand's leading financial institutions, you'll have the opportunity to work with sophisticated clients and continue developing your expertise across both banking and wealth. As client expectations evolve, so does private banking. Today's clients are seeking trusted advisers who can support the full picture, from lending and business interests through to wealth creation, preservation and legacy planning. That's why we're investing in the future of private banking by broadening adviser capability and creating more opportunities to support clients holistically. If you're looking to deepen your impact, expand your expertise and help clients build, manage, protect and transfer wealth, we'd love to hear from you.

Mō te Tūranga – About the role

This is a senior, relationship-led role within Westpac Private Bank, focused on managing and growing a portfolio of high-net-worth and ultra-high-net-worth clients. You'll work with individuals, families and business owners whose needs are often complex, delivering tailored advice and connecting them to the full breadth of Westpac's expertise. Equally important is your ability to build new relationships. Leveraging your reputation, networks and market presence, you'll identify opportunities, deepen existing partnerships and contribute to the continued growth of Private Bank.

• Managing and growing a portfolio of high-value clients
• Delivering holistic advice and solutions across lending, banking and wealth
• Building new client relationships through networks and referrals
• Collaborating with specialists across Westpac to achieve exceptional client outcomes
• Maintaining strong risk, regulatory and professional standards
• Contributing to the growth and success of Private Bank

Ngā mea kia whai angitū ahau? – What do I need to be successful?

You are an experienced private banking, wealth management or financial services professional with a proven ability to build trusted relationships and grow a high-value client portfolio. You combine strong commercial judgement with a genuine passion for helping clients achieve their financial goals.

• Experience working with high-net-worth or ultra-high-net-worth clients
• A strong professional network and a demonstrated ability to generate new business
• Deep understanding of lending, wealth and complex financial structures
• Outstanding relationship-building and influencing skills
• Strong commercial acumen and market awareness
• A reputation for professionalism, integrity and client advocacy

Westpac Hei Wāhi Mahi – Working at Westpac

At Westpac, our mission is to have New Zealand’s best professionals, to be recognised as a place where talent is developed to its fullest potential and where aspiring and current employees see Westpac as one of THE places to work. Along with this, we offer a range of benefits including:

• 4 weeks standard holiday + 5 additional days of wellbeing leave
• Purchased leave options up to 4 weeks per year
• Banking benefits and insurance discounts
• Career growth – we promote internal capability; we have programmes that recognise star performers
• Market leading superannuation and KiwiSaver options
• Environmental and community care programmes
• Generous parental leave – and top up government paid parental leave
• School holiday subsidy - help you balance work and family during school holidays

We encourage people from all walks of life to apply, including those who are neurodiverse, have chronic health conditions or disabilities – your attitude and passion are as important to us as your experience, qualifications and capabilities.

Mā ko mātou tēnei | Our Organisation

At Westpac, we’re working together to build a fairer and stronger New Zealand for our people, customers, and communities. For over 160 years we’ve been driven by our purpose to Create Better Futures Together. What makes us unique are the incredible people we’re lucky enough to have walk through our doors every day. The giant ‘W’ on our building doesn’t just stand for Westpac – it says, double you. We’re a place that values, rewards and recognises individuality. Where you can be your whole self, your true self, and your best self. We’re recognised as a place where talent is developed, where passions are fuelled and where ambitions of all shapes and sizes thrive. And it all starts with you!

Mahi tahi tātou, kaha ake tātou | Together Greater

Applications close: 15 October 2026

Our culture is rich with stories of how our people like to help, our customers, our community and each other. This is reflected through flexible working arrangements to ensure that our people have a balance in their life with those things that are important to them. Through ensuring that we provide opportunities to everyone regardless of what society throws at them, we are a safe place to work where you are treated equally and appreciated.