Wealth Manager - Northland

ASB Bank; Whangarei, Kerikeri; On-site; NZD 90,000 - 120,000; Full time

Benefits offered by this job

Company vehicle

Career growth

Discounted banking

Parental leave top-up

Job summary

ASB Bank in Whangārei, Northland, is seeking an experienced Wealth Manager to provide tailored investment advice and help families secure their financial future.

Based in Northland, you will grow a regional portfolio, collaborate with the Wealth Advisory network, and ensure compliant, high‑quality outcomes for customers.

Qualifications

• Wealth management, financial planning or investment advisory experience within banking or financial services.
• Proven ability to build trusted customer relationships and deliver quality advice.
• Strong commercial acumen, with confidence identifying opportunities to grow and retain customer portfolios.
• Sound knowledge of financial markets and investment products.
• Relevant industry qualifications, including the Level 5 Certificate in Financial Services (or equivalent).

Responsibilities

• Guide customers through the ASB Invest advice process and provide tailored investment solutions.
• Build strong customer relationships that deepen engagement and support long-term financial wellbeing.
• Grow your portfolio through proactive business development and referral opportunities.
• Partner with colleagues across ASB to connect customers with the right specialist support.
• Deliver high-quality advice and customer outcomes in line with regulatory and operational standards.

Skills

Wealth management

Financial planning

Investment advisory

Relationship building

Commercial acumen

Financial markets knowledge

Regulatory & compliance awareness

Education

Level 5 Certificate in Financial Services

Job description

Are you an experienced Financial Adviser who enjoys helping customers make confident decisions about their financial future?

We’re looking for a Wealth Manager to join us in the beautiful and fast-growing Te Tai Tokerau, Northland region. This is a brand-new role and a great opportunity to help grow ASB Invest across Northland, making the most of strong internal referral pathways and working alongside our Wealth Advisory network to build trusted customer relationships and strengthen our presence in the region.

As the role provides dedicated support across Northland, you’ll need to be based in Whangārei or the wider Northland area, and comfortable connecting with customers and internal partners throughout the region.

As a Wealth Manager, you’ll provide quality investment planning and personal financial advice while building trusted, long-term relationships with your customers.

You’ll manage and grow a portfolio by identifying opportunities both within ASB and externally. Working closely with internal partners, you’ll help create a strong referral culture and ensure customers receive coordinated support that reflects their changing needs.

You’ll also:

• Guide customers through the ASB Invest advice process and provide tailored investment solutions.
• Build strong customer relationships that deepen engagement and support long-term financial wellbeing.
• Grow your portfolio through proactive business development and referral opportunities.
• Partner with colleagues across ASB to connect customers with the right specialist support.
• Deliver high-quality advice and customer outcomes in line with regulatory and operational standards.

Ngā mea kia whai angitū ahau? | What do I need to be successful?

We're looking for someone who combines strong technical knowledge with a genuine passion for helping customers achieve their financial goals.

To be successful in this role, you'll bring:

• Wealth management, financial planning or investment advisory experience within banking or financial services.
• A proven ability to build trusted customer relationships and deliver quality advice.
• Strong commercial acumen, with confidence identifying opportunities to grow and retain customer portfolios.
• Sound knowledge of financial markets and investment products.
• Relevant industry qualifications, including the Level 5 Certificate in Financial Services (or equivalent).

Te mahi ki ASB | Working for ASB

At ASB, our values are more than just words. They’re anchors to who we are and where we’ve come from. They guide how we work together, how we show up for our customers and communities, and how we shape the future of ASB.

• Kia Manaaki | Care – Care is about lifting our people, customers and communities to reach their potential.
• Kia Māia | Courage – Courage is about doing the right thing even when it feels hard.
• Kia Mahira | Curiosity – Curiosity is about better decision making and applying judgement before we act.

You’ll be joining a team that is passionate about helping New Zealanders make progress with confidence while building lasting relationships that create positive outcomes for customers and communities.

We also offer:

• Career growth through training, mentoring and internal opportunities.
• Meaningful benefits like discounted banking, insurance, and parental leave top-up.
• A company vehicle to support regional customer engagement across Northland.

Please note that applicants must hold the legal right to work in New Zealand.

Successful candidates will be required to complete pre-employment checks, which may include a Police Check, Credit Check, AML compliance checks, verification of qualifications, and relevant overseas checks if applicable.

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.