Executive Private Adviser

westpacnz; Auckland; On-site; NZD 150,000 - 210,000; Full time

Benefits offered by this job

4 weeks holiday + wellbeing leave

KiwiSaver options

Banking benefits discounts

Career growth opportunities

Job summary

Westpac New Zealand is seeking an Executive Private Adviser to lead a senior relationship role in Westpac Private Bank, Auckland CBD. You will manage a portfolio of high-net-worth clients, delivering holistic lending, banking and wealth advice while expanding the client base.

Based at Takutai Square, this full-time, permanent role offers base salary plus 10% superannuation and opportunities to deepen expertise across private banking and wealth management with a trusted market leader.

Qualifications

• Experience with high-net-worth or ultra-high-net-worth clients.
• Proven ability to build trusted client relationships.
• Strong knowledge of lending, wealth and complex financial structures.
• Outstanding relationship-building and influencing skills.

Responsibilities

• Managing and growing a portfolio of high-value clients.
• Deliver holistic advice across lending, banking and wealth.
• Build new client relationships through networks and referrals.
• Collaborate with specialists across Westpac for client outcomes.
• Maintain strong risk, regulatory and professional standards.
• Contribute to the growth and success of Private Bank.

Skills

High-net-worth client experience

Relationship management

Lending and wealth advice

Commercial acumen

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.

Key responsibilities include:

• 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.

You'll bring:

• 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

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!

The people of Aotearoa, New Zealand hail from many cultures and backgrounds. At Westpac New Zealand, we draw on this enormous talent pool to cultivate a team rich in ability and empowered to reach its full potential. Our aim is to be brave challengers, celebrating our differences and relentlessly advocating for our customers. It starts with us - we believe that when we care deeply and do our best for our people, they'll do their best for our customers. We encourage people from