Private Banker

Australia and New Zealand Banking Group Limited; Dunedin; On-site; NZD 90,000 - 150,000; Full time

Job summary

ANZ Private in Dunedin is seeking a Private Banker to build trusted relationships with high-net-worth clients and provide personalised financial advice and wealth-management solutions.

You will help clients grow, manage, and protect wealth using investments, lending and everyday banking, while expanding the portfolio and contributing to sustainable business growth.

Qualifications

• NZ Certificate in Financial Services (Level 5) or equivalent with Financial Adviser accreditation.
• Experience providing financial or wealth-management advice to clients.
• Strong knowledge of investment markets and portfolio construction.
• Understanding of regulatory and compliance obligations.
• Proven ability to grow and manage client portfolios.
• Excellent relationship-building and networking skills.
• Commercial acumen with a client-focused approach.

Responsibilities

• Manage and grow a portfolio of ANZ Private clients.
• Understand clients' financial goals and provide tailored advice.
• Offer investment solutions to grow, manage and protect wealth.
• Develop client plans to support outcomes and retention.
• Deliver exceptional client experience through proactive engagement.
• Grow funds under management through referrals and business development.
• Maintain market awareness to inform client conversations.
• Uphold conduct, compliance and customer interests.

Skills

Financial advice

Wealth management

Investment knowledge

Portfolio construction

Regulatory compliance

Networking

Business development

Commercial acumen

Education

NZ Certificate in Financial Services (Level 5)

Financial Adviser accreditation

Job description

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Department: NZ Personal Banking Private Bank

Location: Dunedin

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.

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.

Role Type: Permanent
Role Location: Dunedin
Work Hours: Standard, Monday to Friday, 37.5 hours

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.