Senior Private Banking & Wealth Advisor

westpacnz; Auckland; On-site; NZD 150,000 - 210,000; Full time

Benefits offered by this job

4 weeks holiday + wellbeing leave

KiwiSaver options

Banking benefits discounts

Career growth opportunities

Job summary

Westpac New Zealand is seeking an Executive Private Adviser to lead a senior relationship role in Westpac Private Bank, Auckland CBD. You will manage a portfolio of high-net-worth clients, delivering holistic lending, banking and wealth advice while expanding the client base.

Based at Takutai Square, this full-time, permanent role offers base salary plus 10% superannuation and opportunities to deepen expertise across private banking and wealth management with a trusted market leader.

Qualifications

• Experience with high-net-worth or ultra-high-net-worth clients.
• Proven ability to build trusted client relationships.
• Strong knowledge of lending, wealth and complex financial structures.
• Outstanding relationship-building and influencing skills.

Responsibilities

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

Skills

High-net-worth client experience

Relationship management

Lending and wealth advice

Commercial acumen

Job description

Westpac New Zealand is seeking an Executive Private Adviser to lead a senior relationship role in Westpac Private Bank, Auckland CBD. You will manage a portfolio of high-net-worth clients, delivering holistic lending, banking and wealth advice while expanding the client base.

Based at Takutai Square, this full-time, permanent role offers base salary plus 10% superannuation and opportunities to deepen expertise across private banking and wealth management with a trusted market leader.