Private Banking Relationship Manager

ASB Bank

Auckland

Hybrid

NZD 110,000 - 170,000

Full time

3 days ago
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Benefits offered by this job

Flexible working arrangements
Career development opportunities
Wellbeing and inclusion

Job summary

ASB Bank is seeking an experienced Private Banking Relationship Manager to lead a portfolio of high-value clients across the lower North Island, including New Plymouth, Wellington, Palmerston North, Whanganui and Lower Hutt.

You'll deliver tailored banking and lending solutions, build trusted relationships, and collaborate with specialists to meet complex client needs while maintaining risk and compliance standards.

Qualifications

  • Proven experience managing customer relationships in banking or financial services.
  • Strong communication and relationship management skills.
  • Commercial mindset with ability to identify value opportunities.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Understanding of risk and compliance requirements.

Responsibilities

  • Manage and grow an established portfolio of Private Banking customers.
  • Deliver tailored banking and lending solutions.
  • Collaborate with internal specialists to provide seamless outcomes.
  • Develop deep understanding of clients' financial goals and needs.
  • Maintain risk, compliance and lending standards.

Skills

Relationship management
Client engagement
Communication
Risk & compliance awareness
Networking

Job description

Location: Flexible within the lower North Island, with the successful candidate able to be based in New Plymouth, Wellington, Palmerston North, Whanganui or Lower Hutt.

Permanent | Full-time (40 hours per week, Monday to Friday)

At ASB, we're driven by one purpose: to accelerate financial progress for all New Zealanders.

Our Private Banking team partners with customers who have complex and evolving financial needs, providing personalised banking, lending and specialist solutions built around long-term relationships and trusted advice.

We're looking for an experienced Relationship Manager to join our Private Banking team. This is an opportunity to work with a portfolio of high-value customers, deepen your expertise in relationship management, and build a rewarding career within one of New Zealand's leading banks.

Whether you're currently working in banking, wealth, financial services, business development, or another relationship-focused environment, this role offers the chance to take your career to the next level while making a meaningful impact for customers.

Te tūranga | About the role

As a Private Banking Relationship Manager, you'll manage and grow an established portfolio of customers, becoming a trusted adviser who understands their goals, ambitions and financial priorities.

You'll work closely with customers to deliver tailored banking and lending solutions, while collaborating with a network of specialist partners across ASB to provide a seamless and personalised experience.

This is a role that combines relationship management, commercial acumen, and strategic thinking. You'll have the autonomy to manage your portfolio while being supported by a highly experienced and collaborative team.

Key responsibilities include:

  • Managing and growing an established portfolio of Private Banking customers
  • Building long-term, trusted customer relationships through proactive engagement and exceptional service
  • Identifying opportunities to support customers across lending, deposits and specialist banking solutions
  • Partnering with internal specialists to deliver tailored financial outcomes
  • Developing a deep understanding of customers' financial circumstances, goals and evolving needs
  • Building strong referral relationships and identifying opportunities to grow your network
  • Ensuring all risk, compliance, operational and lending requirements are met

You will be a strong relationship builder who enjoys creating meaningful customer connections and delivering outstanding outcomes.

You may already have experience in banking, financial services, wealth management, business development or another customer-focused industry where trust, credibility and relationship management are critical to success.

We'll be particularly interested in hearing from people who:

  • Have proven experience managing customer or client relationships
  • Build trust quickly and maintain strong stakeholder relationships
  • Are commercially minded and able to identify opportunities that create value for both customers and the business
  • Have strong communication, influencing and relationship management skills
  • Can confidently manage multiple priorities in a fast-paced environment
  • Demonstrate sound judgement and a strong understanding of risk and compliance requirements
  • Are motivated by learning, development and continuous improvement

Experience in lending, banking, wealth management or financial services will be highly regarded, but we're equally interested in people who bring strong relationship management capability and a genuine passion for helping customers succeed.

Why join Private Banking at ASB?

This is an opportunity to be part of a team that's known for building trusted, long-term relationships and delivering exceptional customer experiences.

At ASB, you'll have access to:

  • A supportive and collaborative team culture
  • Ongoing professional development and career growth opportunities
  • Exposure to complex customer needs and specialist banking solutions
  • Flexible working arrangements
  • The opportunity to build your expertise within a highly respected Private Banking business
  • A genuine focus on wellbeing, inclusion and helping our people thrive

Guided by our values of Care, Courage and Curiosity, we're committed to helping our customers, communities and people succeed.

To serve a diverse community, we need a diverse organisation. We encourage applicants from allbackgrounds who bring unique perspectives and thinking styles that add to the culture andperformance of our team.

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