Senior Private Banking Advisor - UHNW Wealth

Westpac New Zealand Ltd; Auckland; On-site; NZD 130,000 - 170,000; Full time

Benefits offered by this job

Base salary + 10% superannuation

Job summary

Westpac New Zealand Ltd in Auckland CBD is seeking a senior Executive Private Adviser in the Private Bank, based at Takutai Square. You will manage a portfolio of high-net-worth clients, delivering tailored advice across lending, banking and wealth to help clients grow and protect their wealth.

You'll deepen relationships through networks and referrals, collaborating with specialists across Westpac to achieve exceptional outcomes while maintaining strict risk, regulatory and professional

Qualifications

• Experience working with high-net-worth or ultra-high-net-worth clients
• A strong professional network and a demonstrated ability to generate new business
• Deep understanding of lending, wealth and complex financial structures
• Outstanding relationship-building and influencing skills
• Strong commercial acumen and market awareness
• A reputation for professionalism, integrity and client advocacy

Responsibilities

• Managing and growing a portfolio of high-value clients
• Delivering holistic advice and solutions across lending, banking and wealth
• Building new client relationships through networks and referrals
• Collaborating with specialists across Westpac to achieve exceptional client outcomes
• Maintaining strong risk, regulatory and professional standards
• Contributing to the growth and success of Private Bank

Skills

HNW clients

Networking

Wealth & lending

Relationship skills

Commercial acumen

Professionalism

Job description

Westpac New Zealand Ltd in Auckland CBD is seeking a senior Executive Private Adviser in the Private Bank, based at Takutai Square. You will manage a portfolio of high-net-worth clients, delivering tailored advice across lending, banking and wealth to help clients grow and protect their wealth.

You'll deepen relationships through networks and referrals, collaborating with specialists across Westpac to achieve exceptional outcomes while maintaining strict risk, regulatory and professional