Private Wealth Adviser - Dunedin & Southland

Worker Type:

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

We have an exciting opportunity for an experienced banker to develop their career as a Private Wealth Adviser by supporting the needs of our high-value clients, in Dunedin and Southland.

We spoke with our Head of Advisory – Private Bank who let us know the following about the role:

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.
• Building strong relationship internally and externally to support the BNZ brand in market.
• Maintain high professional and compliance standards.

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!

What is the most exciting thing about this opportunity?

The ability to make a real difference in the way BNZ is perceived and step up to the needs of our high-net-worth clients.

There is a significant opportunity to further One BNZ and integrate and interact with other channels within BNZ.

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

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

What attributes will this person display in order 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.

Ideally you will also have great attention to detail, and given the client focus of the role, you will enjoy building and developing relationships with clients.

You will also be a highly skilled lender, able to work with complex lending and have a solution based mindset.

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

This is an exciting opportunity to 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 to join a fun organisation where we are proud of our culture and how we are helping New Zealander's to 'Find their way', then show your interest by submitting your application - we can't wait to read it. 

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