Private Banking Associate — Elite Wealth Client Partner

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

Benefits offered by this job

4 weeks standard holiday + 5 wellbeing

Additional purchased leave up to 4 wks

Banking benefits, insurance discounts

Superannuation scheme

Career growth programs

Generous parental leave

School holiday subsidy

Environmental and community care

Job summary

Westpac New Zealand Ltd in Auckland CBD is seeking an experienced Associate Private Banker who partners with Executive Private Advisors to deliver exceptional client experiences. You will manage client relationships, coordinate delivery of services, and identify opportunities to grow relationships with High‑Net‑Worth Private Wealth and Private Family Banking clients.

You will bring 4–5 years in banking or wealth management, strong credit and financial numeracy, and proficiency with Microsoft

Qualifications

• 4–5 years of experience in financial/banking services.
• Advanced credit skills and the ability to interpret financial accounts.
• Strong written and verbal communication.
• Proven ability to build relationships with clients and stakeholders.

Responsibilities

• Manage client relationships and coordinate delivery of client services.
• Identify opportunities to grow client relationships within Private Banking.
• Collaborate with Executive Private Advisors and Private Advisors.
• Deliver exceptional client outcomes in a fast-paced environment.

Tools

PowerBI

Outlook

Teams

Job description

Westpac New Zealand Ltd in Auckland CBD is seeking an experienced Associate Private Banker who partners with Executive Private Advisors to deliver exceptional client experiences. You will manage client relationships, coordinate delivery of services, and identify opportunities to grow relationships with High‑Net‑Worth Private Wealth and Private Family Banking clients.

You will bring 4–5 years in banking or wealth management, strong credit and financial numeracy, and proficiency with Microsoft