Private Banking Associate: Elevate HNW Client Experience

Westpac New Zealand; New Zealand; On-site; NZD 90,000 - 130,000; Full time

Benefits offered by this job

4 weeks standard holiday + wellbeing 5

Purchased leave options up to 4 weeks

Banking benefits and superannuation

Career growth programs

Parental leave top up

School holiday subsidy

Community environment programmes

Job summary

Westpac New Zealand is seeking an experienced Associate Private Banker to support Private Wealth clients in Auckland CBD, partnering with Executive Private Advisors to deliver exceptional service and grow client relationships. You will coordinate client services and engage with stakeholders to meet business objectives.

Based at Takutai Square, the role is full-time, Monday to Friday, permanent, focusing on client outcomes and using Microsoft tools and Power BI to support client needs in a

Qualifications

• Proven experience in banking, private banking, or wealth management.
• Advanced credit skills with complex lending understanding.
• Strong client service background with 4–5 years in financial services.
• Proficiency in Microsoft Suite and Westpac lending systems, compliance awareness.

Responsibilities

• Support delivery of private bank services to High-Net-Worth clients.
• Coordinate services and identify opportunities to grow client relationships.
• Collaborate with Executive Private Advisors and Private Advisors to deliver outcomes.
• Build relationships with clients, colleagues and stakeholders in a fast-paced environment.

Skills

Banking experience

Private banking

Advanced credit skills

Client service

Microsoft Suite

Power BI

Outlook

Teams

Lending systems knowledge

Compliance awareness

Tools

Power BI

Outlook

Teams

Job description

Westpac New Zealand is seeking an experienced Associate Private Banker to support Private Wealth clients in Auckland CBD, partnering with Executive Private Advisors to deliver exceptional service and grow client relationships. You will coordinate client services and engage with stakeholders to meet business objectives.

Based at Takutai Square, the role is full-time, Monday to Friday, permanent, focusing on client outcomes and using Microsoft tools and Power BI to support client needs in a