Private Wealth Adviser

Bank Of New Zealand; New Zealand; On-site; NZD 90,000 - 150,000; Full time

Benefits offered by this job

Generous leave

Flexible working

Career development

Job summary

Bank of New Zealand (BNZ) is recruiting for a Private Bank adviser to deliver highly personalised wealth management experiences for high-net-worth clients. You will cultivate and grow client relationships, provide tailored financial strategies, and work closely with product teams to meet client needs.

Ideal candidates bring at least 2 years of advisory experience, solid knowledge of banking and risk management, and a NZ Certificate in Financial Services (Level 5).

Qualifications

• Minimum 2 years’ experience as a Financial Adviser, ideally with high-net-worth clients.
• General knowledge of banking, lending, business and risk management strategies.
• Strong stakeholder and relationship management skills, client focused, with a commitment to exceptional service.
• Ability to identify and address complex client needs through personalized wealth services.
• NZ Certificate in Financial Services (Level 5) is required.

Responsibilities

• Build and maintain existing client relationships aligned to BNZ Private Bank proposition.
• Grow Private Bank client-base focusing on funds under advice and management.
• Provide personalized advice utilizing BNZ products while upholding high professional standards.
• Build strong internal and external relationships to support the BNZ brand.

Skills

Financial Adviser

Relationship management

Client-focused

Problem solving

Education

NZ Certificate L5

Job description

Worker Type: Permanent

Here at BNZ, it's about more than just banking. We work together in an agile, energising environment to create innovative solutions through our promise "If you can imagine a better future, let's find a way."

We support wellbeing, flexible working and have a generous leave offering. There is the opportunity for growth, learning and career development. No two days are the same.

Mō te Tūranga| About the Role

Our Private Bank Team delivers exceptional client experiences to become the partner of choice for our high-net-worth clients. Our focus is on understanding what matters most to our clients and providing them with exceptional and highly personalised banking experiences and wealth management solutions.

What are the key focus areas for this role?

• Building and maintaining existing client relationships that align to the BNZ Private Bank value and service proposition.
• Growing the Private Bank client-base with a clear focus on funds under advice and management alongside managing clients' transactional banking and cash management strategies.
• Provide personalised advice and recommended solutions utilising BNZ products, while maintaining high professional and compliant standards.
• Actively building strong relationships internally and externally to support the BNZ brand in market.

What is the most exciting thing about this opportunity?

We provide a complete, full-service Private Bank that nurtures our relationship with clients, supporting them and their family through their life stages and transition points. Working closely with clients, you will see first hand the meaningful impact our roles have.

What attributes will this person display to be successful in this role?

We are looking for someone who is open minded and inquisitive, with a game-changer attitude, and excellent problem-solving skills. You will bring:

• Minimum 2 years’ experience as a Financial Adviser, ideally working with high-net-wroth clients.
• General knowledge of banking, lending, business and risk management strategies.
• Strong stakeholder and relationship management skills, you’re client focused, with a genuine commitment to deliver exceptional service.
• Ability to identify and address complex client needs through the delivery of highly personalised services to support clients to build their wealth.
• Confident with new business acquisition, ideally already have strong relationships and networking abilities in and around the area.
• Required as a minimum, New Zealand Certificate in Financial Services (Level 5) (Investment).

What will success look like for the candidate in this role?

An engaged client-base, high client satisfaction results, as well as strong personal and professional growth.

What is the team culture and environment like?

You will be joining a team of highly motivated individuals, who are inclusive and able to challenge each other respectfully.

It is a fast-paced environment, so if you enjoy being busy and working autonomously then you will thrive in this team!

Nau Mai ki te Pēke o Aotearoa| Come to the Bank of New Zealand

This is an exciting opportunityto join us! We're bold thinkers who are taking brave steps to create a company that people want to work for, and customers want to bank with. If you're ready tojoin a fun organisation where we are proud of our culture and how we are helping New Zealander's to 'Find their way', then

Closing Date: 02 July 2026

Applications will be reviewed regularly across the advertising period, but we do reserve the right to close applications early.

Ehara taku toa i te toa takitahi, empa he toa takitini" - Success is not the work of an individual, but the work of many."