Manager - Virtual Wealth Advice

westpacnz; Auckland; On-site; NZD 120,000 - 170,000; Full time

Benefits offered by this job

Wellbeing leave

Banking benefits

Career growth

KiwiSaver options

Job summary

Westpac NZ is seeking a Manager, Virtual Wealth Advice to lead a geographically dispersed team from Auckland CBD. This permanent, full-time role focuses on building a high-performing virtual advisory function that delivers clear, customer-centered financial guidance via phone and video.

You will coach advisers, cadets and consultants, set performance expectations, and optimise workflows across channels to balance efficiency with service quality.

Qualifications

• Proven leadership experience within financial advice or wealth management.
• Experience as an investment Financial Adviser and hold a relevant qualification.
• Strong understanding of investment products, KiwiSaver and regulatory requirements.
• Experience with digital or virtual service-delivery models.
• Strong people leadership, coaching and relationship-management capability.

Responsibilities

• Lead, coach and develop a team of Virtual Wealth Advisers, Consultants and Cadets.
• Build a high-performing, digitally capable team with clear expectations and rhythms.
• Oversee delivery of high-quality financial advice via telephone and video.
• Embed a customer-centred approach aligned with customer goals.
• Maintain standards across customer interactions and virtual experience.
• Manage performance across volumes, service levels and turnaround times.
• Oversee end-to-end support services including product processing.
• Lead the cadet programme onboarding and progression.
• Build partnerships with Wealth Office leadership, Product, Risk and Operations.

Skills

People leadership

Coaching

Relationship management

Digital service delivery

Power BI

Education

Investment adviser qualification

Tools

Power BI

Outlook

Teams

Job description

Manager, Virtual Wealth Advice

Permanent, Full-time position

Located at Takutai Square, Auckland CBD

Monday to Friday

This is an opportunity to shape and lead a new virtual advice channel that will make quality financial advice more accessible to more New Zealanders.

Mō te Tūranga - About the role:

You’ll provide visible, purposeful leadership to a geographically dispersed team, creating an environment where people are supported to develop, perform and deliver great customer outcomes.

In this role, you will:

• Lead, coach and develop a team of Virtual Wealth Advisers, Consultants and Cadets.
• Build a high-performing, digitally capable team with clear expectations, success measures and operating rhythms.
• Oversee the delivery of high-quality financial advice through telephone and video-based customer interactions.
• Embed a customer-centred approach that ensures advice is clear, simple and aligned with each customer's goals.
• Maintain consistent standards across customer interactions, advice quality and the overall virtual experience.
• Manage performance across advice volumes, customer contact service levels, turnaround times and customer experience measures.
• Optimise workflows across telephone, video and digital channels while balancing efficiency, quality and customer outcomes.
• Oversee end-to-end support services, including product processing and post-advice activity.
• Lead the implementation and ongoing management of the Wealth Office cadet programme, including structured onboarding, supervised development and progression pathways.
• Build strong partnerships across Wealth Office leadership, Product, Risk and Operations, while championing the value of virtual advice.

Na tōu rourou - What will you bring?

You’ll be an experienced people leader who understands how to build capability, lead change and bring a new operating model to life. Just as importantly, you’ll be passionate about improving customers' access to quality financial advice.

To be successful, you’ll bring:

• Proven leadership experience within financial advice, or wealth management.
• Experience as an investment Financial Adviser and hold a relevant qualification
• A strong understanding of investment products, KiwiSaver and the regulatory requirements applying to financial advice.
• Experience with digital or virtual service-delivery models.
• Strong people leadership, coaching and relationship-management capability.
• The ability to establish clear performance expectations and lead a high-volume, service-focused team.
• Confidence leading change and embedding new ways of working.
• Strong written and verbal communication skills.
• Digital confidence and proficiency across Microsoft tools, including Power BI, Outlook and Teams.
• A genuine customer focus and a commitment to making financial advice easier to access.
• Experience with Westpac systems and processes would be advantageous.

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