Manager - Virtual Wealth Advice

Westpac New Zealand Ltd; Auckland; On-site; NZD 150,000 - 210,000; Full time

Job summary

Westpac New Zealand Ltd. seeks a Manager, Virtual Wealth Advice to lead a team delivering personalised financial advice via telephone and video, at Takutai Square, Auckland CBD.

You will shape a new virtual advice channel, establish high standards, and drive a customer-centered approach balancing quality with digital scalability. Relevant qualifications and experience in wealth/investment advisory are essential.

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 the regulatory requirements applying to financial advice.
• Experience with digital or virtual service-delivery models.
• Strong people leadership, coaching and relationship-management capability.
• 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 across Microsoft tools, including Power BI, Outlook and Teams.
• Genuine customer focus and a commitment to making financial advice easier to access.
• Experience with Westpac systems and processes would be advantageous.

Responsibilities

• 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.

Skills

Leadership

Wealth management

Financial advice

Digital service delivery

Team management

Change management

Communication

Customer focus

Power BI

Outlook

Teams

Education

Financial 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. As Manager, Virtual Wealth Advice, you’ll lead a team of Virtual Wealth Advisers, Consultants and Cadets delivering personalised financial advice through telephone and video channels. You’ll establish a consistent, high-performing service model that combines trusted customer relationships with the convenience and scalability of digital delivery. You’ll play a pivotal role in improving access to advice for customers with lower to mid-level funds under management, supporting our Active Series and KiwiSaver advice obligations, and preparing the channel for future digital and robo-advice capabilities

Mō te Tūranga - About the role

• 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?

• 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 sizes thrive. And it all starts with you! Tono mai ināianei!

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 the best for our customers. 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.

Mahi tahi tātou, kaha ake tātou | Together Greater

Applications close: 11 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.