Executive Wealth Manager - Northland

ASB Bank; Whangarei; On-site; NZD 140,000 - 190,000; Full time

Benefits offered by this job

Company car

Comprehensive benefits package

Flexible working

Job summary

ASB Bank is seeking an Executive Wealth Manager for the Northland region to nurture high‑net‑worth client relationships and deliver tailored investment plans. You will grow an established portfolio, provide trusted, compliant financial advice, and collaborate with Private, Rural and Commercial Bankers to deepen client outcomes.

You’ll leverage internal referral pathways, maintain high standards of service, and coach stakeholders to articulate the ASB Invest value proposition.

Qualifications

• 5+ years’ experience in a senior Financial Adviser or Wealth Management role.
• Proven success managing and growing a portfolio of high-net-worth clients.
• Strong understanding of financial markets and how they apply to client strategies.
• The ability to influence, negotiate, and build trusted relationships.

Responsibilities

• Build and grow your portfolio through internal and external opportunities.
• Develop and maintain long-term, trusted client relationships.
• Deliver exceptional service aligned to agreed service standards.
• Work closely with internal partners to connect clients with the right specialists.
• Contribute to a strong compliance and risk culture across the business.

Skills

Relationship management

Financial advisory

HNW clients

Negotiation

Industry knowledge

Education

NZ Certificate in Financial Services (Level 5)

Tools

CRM systems

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Are you an experienced Investment or Financial Adviser ready to play a meaningful role in growing ASB Invest across Northland?

We’re looking to appoint an Executive Wealth Manager in the beautiful and fast-growing Te Tai Tokerau - Northland region. This is a rare opportunity to build on an established client base, make the most of strong internal referral pathways, and work alongside a high-performing Wealth Advisory network to deepen client relationships and support the continued growth of ASB Invest in the region.

You’ll work with high-net- worth clients to develop tailored investment plans, provide trusted relationship-led advice, and help them make confident decisions that support long‑term financial prosperity.

As an Executive Wealth Manager, you'll play a key role in delivering high-quality, compliant financial advice to both new and existing ASB clients.

This role offers the opportunity to build on an established portfolio while identifying opportunities to grow and strengthen the ASB Invest presence in Northland. You'll work closely with Private, Rural and Commercial Bankers and other key stakeholders across the business to deepen client relationships, generate referrals, and deliver exceptional client outcomes.

You’ll also:

• Build and grow your portfolio through internal and external opportunities
• Develop and maintain long-term, trusted client relationships
• Deliver exceptional service aligned to agreed service standards
• Work closely with internal partners to identify opportunities and connect clients with the right specialists
• Contribute to a strong compliance and risk culture across the business
• Coach and influence internal stakeholders to better understand the ASB Invest value proposition

You’ll be a confident and commercially driven Financial Adviser who enjoys working with high‑value clients and building long‑term relationships. You bring strong technical capability, credibility, and a proven ability to grow a client portfolio.

You’ll also bring:

• 5+ years’ experience in a senior Financial Adviser or Wealth Management role
• Proven success managing and growing a portfolio of high-net-worth clients
• Strong understanding of financial markets and how they apply to client strategies
• The ability to influence, negotiate, and build trusted relationships
• Extensive experience in banking or financial services
• A track record of delivering high-quality, compliant advice

Qualifications:

• Registered Financial Adviser (FSPR)
• NZ Certificate in Financial Services (Level 5) or equivalent

This role will suit someone who enjoys working autonomously, strong risk and compliance focus, is motivated by building a high-quality client base, and is confident navigating complex financial conversations.

Te mahi ki ASB | Working for ASB

At ASB, our purpose is to accelerate financial progress for all New Zealanders.

You’ll join a collaborative and high‑performing Wealth team, supported by dedicated Wealth Associates and Paraplanners.

You’ll also benefit from:

• Access to established referral pathways
• The autonomy to grow and manage your own portfolio
• Competitive remuneration and performance incentives
• A company car and comprehensive benefits package
• Flexible working and a supportive, inclusive culture

We also offer:

• Career growth through training, mentoring, and internal opportunities
• Benefits including discounted banking, insurance, and parental leave top‑up