Manager - Virtual Wealth Advice

Westpac New Zealand Limited; Auckland; On-site; NZD 120,000 - 170,000; Full time

Benefits offered by this job

4 weeks annual leave (holiday)

Wellbeing leave

Banking benefits

Career growth opportunities

Job summary

Westpac New Zealand Limited seeks a Manager, Virtual Wealth Advice to lead a dispersed team delivering personalised financial advice via phone and video. You will establish a scalable, customer-centric service model while driving quality and efficiency across digital channels.

You will shape access to advice for customers with varying funds, lead the cadet programme, and partner with Wealth Office, Risk and Operations to ensure compliant, high-quality outcomes.

Qualifications

• Proven leadership experience in financial advice or wealth management.
• Experience as an investment Financial Adviser and holding a relevant qualification.
• Strong understanding of investment products, KiwiSaver and regulatory requirements for financial advice.
• Experience with digital or virtual service delivery models.

Responsibilities

• Lead, coach and develop a team of Virtual Wealth Advisers, Consultants and Cadets.
• Oversee delivery of high-quality financial advice via telephone and video interactions.
• Embed a customer-centred approach ensuring advice is clear and aligned with customer goals.
• Maintain standards across interactions, advice quality, and virtual experience.
• Manage performance metrics like volumes, service levels and turnaround times.
• Optimise workflows across telephone, video and digital channels for efficiency and quality.
• Oversee end-to-end support, including product processing and post-advice activity.
• Lead Wealth Office cadet programme with onboarding and progression paths.
• Build partnerships across Wealth Office, Product, Risk and Operations.

Skills

Leadership

Digital delivery

People management

Communication

Education

Investment adviser qualification

Tools

Power BI

Teams

Outlook

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:**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.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 sizes thrive. And it all starts with you!**Tono mai ināianei! Apply Now!**Apply today with your CV and Cover Letter.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 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