Private Banking Associate — Grow High‑Net‑Worth Relationships

Westpac-Grou; Auckland; Vor Ort; NZD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

4 weeks holiday + wellbeing leave

Banking benefits

Career growth

Parental leave

School holiday subsidy

Environmental and community care

Zusammenfassung

Westpac New Zealand in Auckland CBD is seeking an Associate Private Banker to partner with Executive Private Advisors to deliver exceptional client experiences for High-Net-Worth clients. You will manage client relationships, coordinate services, and identify opportunities to grow wealth relationships in a fast-paced environment.

Ideal candidates will have banking or private banking experience, advanced credit skills, 4–5 years in financial services, and strong MS Office skills (Power BI,

Qualifikationen

• Proven experience in banking, private banking, or investment/wealth management.
• Advanced credit skills and ability to interpret financial accounts.

Aufgaben

• Support delivery of service proposition to High-Net-Worth Private Wealth and Private Family Banking clients.
• Coordinate delivery of client services and identify opportunities to grow client relationships.
• Collaborate with Executive Private Advisors, Private Advisors, and stakeholders to achieve business objectives.

Kenntnisse

Banking experience

Private wealth experience

Strong client service

Advanced credit skills

Tools

Power BI

Outlook

Teams

Jobbeschreibung

Westpac New Zealand in Auckland CBD is seeking an Associate Private Banker to partner with Executive Private Advisors to deliver exceptional client experiences for High-Net-Worth clients. You will manage client relationships, coordinate services, and identify opportunities to grow wealth relationships in a fast-paced environment.

Ideal candidates will have banking or private banking experience, advanced credit skills, 4–5 years in financial services, and strong MS Office skills (Power BI,