Senior Private Banker & Wealth Adviser

Westpac; New Zealand; Vor Ort; NZD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Holiday leave

Wellbeing leave

Insurance discounts

Career growth

Superannuation

Parental leave

Zusammenfassung

Westpac Private Bank is seeking an Executive Private Adviser in Auckland CBD to lead and grow a high-value client portfolio with tailored lending, banking and wealth solutions. This senior, relationship-led role leverages Westpac's private banking platform to serve ultra-high-net-worth clients.

You will source new relationships, deepen partnerships and maintain rigorous risk standards while delivering holistic financial strategies to preserve and grow client wealth.

Qualifikationen

• Experience with high-net-worth or ultra-high-net-worth clients.
• Strong professional network with ability to generate new business.
• Deep understanding of lending, wealth and complex financial structures.
• Outstanding relationship-building and influencing skills.

Aufgaben

• Manage and grow a portfolio of high-value clients.
• Deliver holistic advice across lending, banking and wealth.
• Build new client relationships through networks and referrals.
• Collaborate with Westpac specialists to achieve optimal outcomes.
• Maintain strong risk, regulatory and professional standards.
• Contribute to growth and success of Private Bank.

Kenntnisse

Relationship management

High-net-worth client service

Lending & wealth knowledge

Commercial acumen

Jobbeschreibung

Westpac Private Bank is seeking an Executive Private Adviser in Auckland CBD to lead and grow a high-value client portfolio with tailored lending, banking and wealth solutions. This senior, relationship-led role leverages Westpac's private banking platform to serve ultra-high-net-worth clients.

You will source new relationships, deepen partnerships and maintain rigorous risk standards while delivering holistic financial strategies to preserve and grow client wealth.