Private Adviser

Westpac New Zealand Ltd; Auckland; On-site; NZD 80,000 - 100,000; Full time

Benefits offered by this job

4 weeks holiday

Purchased leave options

Banking benefits

Career growth opportunities

Market-leading superannuation

Generous parental leave

School holiday subsidy

Job summary

Westpac New Zealand Ltd is seeking a professional to support clients in residential lending and more complex borrowing. The ideal candidate will have strong expertise in banking and a customer-centric approach.

The role emphasizes teamwork, allowing professionals to work closely with associates to meet high-net-worth clients' needs. Westpac offers numerous benefits including generous parental leave and extensive holiday options.

Qualifications

• 5+ years of experience in banking, private banking, wealth management, or relationship banking.
• Strong experience in lending and customer relationship management.
• Ability to interpret technical material including financial statements.

Responsibilities

• Support clients with residential lending and complex borrowing requirements.
• Deliver tailored solutions for clients' banking needs.
• Work closely with specialists across Westpac.

Skills

Lending expertise

Customer relationship management

Interpersonal skills

Communication skills

Networking abilities

Education

Relevant tertiary qualification

Level 5 Financial Services Qualification

Job description

Monday to Friday Based at Takutai Square | Britomart, Auckland CBD Base + 10% Superannuation & banking benefits

Mō te Tūranga – About the role

You will bring strong lending expertise and be confident supporting clients with residential lending and more complex borrowing requirements. You'll draw on your understanding of the broader Private Wealth proposition, including banking, lending, investments and wealth solutions, to deliver exceptional outcomes for high-net-worth clients and their families. You will work with your own Private Associate/Senior Private Associate, fostering an operating rhythm that ensures you are supporting each other to meet your client’s needs. Within the role, you will take a holistic approach to understanding your clients' financial goals, helping them build, manage, protect and grow their wealth over time. Working closely with specialists across Westpac, you will deliver tailored solutions that support both their immediate banking needs and long-term aspirations. You will join a team where you are valued as an individual and able to put you mark onto your customer experiences. With financial benefits for being part of the Westpac team, you will also be able to develop so your career can grow as you do.

Ngā mea kia whai angitū ahau? – What do I need to be successful?

5+ years' experience in banking, private banking, wealth management, financial services, or relationship banking, with strong experience in lending and customer relationship management A relevant tertiary qualification preferred. Level 5 Financial Services Qualification required or open to obtaining. Ability to interpret and translate technical material Including financial statements. A customer centric attitude. Outstanding interpersonal and communication skills as well as networking abilities both internally and externally. Demonstrated a strong in market approach with a proven ability to identify opportunities.

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 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: 10 September 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.