Private Banker

ANZ; Dunedin; On-site; NZD 90,000 - 150,000; Full time

Job summary

ANZ Private in Dunedin is seeking a Private Banker to build trusted client relationships and provide tailored financial advice to successful individuals and professionals. You will understand clients' goals and offer investment, lending, and banking solutions to grow and protect wealth.

You will develop client plans, deepen engagement, and drive growth through referrals and strong market presence while ensuring risk and compliance standards are met.

Qualifications

• Proven ability to build trusted client relationships and deliver outcomes.
• Understanding of wealth management and financial advisory practices.
• Experience in growing client portfolios and identifying opportunities.

Responsibilities

• Manage and grow a portfolio of ANZ Private clients.
• Develop deep understanding of clients' goals and provide personalised financial advice.
• Deliver investment solutions to grow, manage and protect wealth.
• Maintain client plans to support growth and retention.
• Foster proactive engagement and strong referral networks.

Skills

Relationship building

Financial advice

Wealth management

Networking

Business development

Education

NZ Certificate in Financial Services (Level 5)

Financial Adviser accreditation

Job description

Ko Mātou – About Us

Kia Hanga I Te Ao, E Ora Ai, E Tupu Ai, Te Tangata Me Te Kainga. At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.

Mō Te Tūranga – About The Role

At ANZ Private, we help successful individuals, families, professionals, business owners and farmers achieve their financial goals through our comprehensive wealth management offering.

Role Type: Permanent

Role Location: Dunedin

Work Hours: Standard, Monday to Friday, 37.5 hours

As a Private Banker, you will build trusted relationships with clients, gain a deep understanding of their financial goals and aspirations, and provide personalised financial advice and solutions that help them grow, manage and protect their wealth.

Our comprehensive wealth management offering combines investment expertise, access to lending solutions and day-to-day banking services to support clients through every stage of their financial journey. Through proactive advice and meaningful client relationships, you will help clients make informed decisions and achieve long-term financial confidence.

Success in this role comes from delivering exceptional client experiences, building enduring relationships and identifying opportunities to deepen client engagement, grow funds under management and support sustainable business growth. You will be proactive, growth-focused and externally connected, building strong referral networks and creating opportunities that benefit both your clients and ANZ.

Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.

Ka aha tō rā e kite ai? – What will your day look like?

As a Private Banker, you will:

• Manage and grow a portfolio of ANZ Private clients.
• Build trusted relationships and develop a deep understanding of clients' financial goals, needs and aspirations.
• Provide personalised financial advice and investment solutions that help clients grow, manage and protect their wealth.
• Develop and maintain client plans that support strong client outcomes, portfolio growth and retention.
• Deliver an exceptional and personalised client experience through proactive engagement and timely follow-through.
• Grow funds under management, deepen client relationships and generate new business opportunities through referrals, networking and business development activities.
• Maintain an active presence in the market, building relationships with professional partners and centres of influence.
• Stay informed on market, economic and industry developments to support meaningful client conversations.
• Deliver strong growth, client satisfaction, productivity and risk outcomes while maintaining a strong focus on conduct, compliance and customer interests.

Ōu Pūkenga? – What will you bring?

To grow and be successful in this role, you will ideally bring the following:

• New Zealand Certificate in Financial Services (Level 5) and Financial Adviser accreditation, or the ability to obtain and maintain accreditation within agreed timeframes.
• Experience providing financial advice, investment advice or wealth management solutions to clients.
• Strong understanding of investment markets, wealth creation strategies and portfolio construction.
• Sound knowledge of the regulatory and compliance obligations associated with providing financial advice.
• Proven success building trusted client relationships and delivering exceptional client outcomes.
• Demonstrated ability to grow and retain client portfolios, including growing funds under management and identifying new business opportunities.
• Strong networking and business development capability, with a focus on building long-term referral relationships.
• A passion for helping clients grow, manage and protect their wealth through a comprehensive wealth management approach.
• Commercial acumen balanced with a strong customer and risk focus.

You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.

Te Rā Ōtinga - Job Posting End Date

30/09/2026, 11.59pm, (NZ)