Private Adviser

JobSpace; Auckland; On-site; NZD 110,000 - 190,000; Full time

Benefits offered by this job

4 weeks annual leave

Wellbeing leave

Banking & insurance discounts

Career growth programs

KiwiSaver options

Parental leave top up

School holiday subsidy

Job summary

Westpac New Zealand in Auckland is seeking a senior Private Wealth relationship professional to support high-net-worth clients with residential lending and complex borrowing needs. You will work with Private Associate teams and leverage Westpac's wealth solutions to help clients build, manage, and grow wealth, balancing immediate banking needs with long-term goals.

A customer-centric attitude and strong networking skills will be essential to identify opportunities and deliver tailored outcomes

Qualifications

• 5+ years' experience in banking or wealth management with lending expertise.
• Strong relationship management and client servicing skills.
• Ability to interpret financial statements and cash flow.
• Customer-centric attitude with excellent communication.
• Proven ability to identify opportunities with high-net-worth clients.

Responsibilities

• Support clients with residential lending and complex borrowing needs.
• Collaborate with Private Associate/Senior Private Associate to deliver tailored solutions.
• Engage with Westpac specialists to meet clients' short- and long-term goals.

Skills

Lending expertise

Relationship management

Private wealth knowledge

Client onboarding

Interpreting financial statements

Education

Level 5 Financial Services Qualification

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.

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 your 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.

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.

Working at Westpac

• 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

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!

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.