Executive Private Adviser
Auckland, New Zealand · Full Time
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- Openings
- 1
- Posted
- 1 week ago
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Job description
Overview
Join Westpac Private Bank, located at Takutai Square in Britomart, Auckland CBD, as a full-time, permanent Executive Private Adviser. This role offers a base salary plus a 10% superannuation contribution and the chance to work with some of New Zealand's wealthiest individuals, families, and business owners, providing comprehensive financial guidance across banking and wealth management.
Key Responsibilities
- Manage and expand a portfolio of high-net-worth and ultra-high-net-worth clients.
- Provide integrated advisory services covering lending, banking, and wealth management solutions.
- Develop new client relationships through leveraging personal networks and referrals.
- Work collaboratively with Westpac experts to deliver superior client outcomes.
- Ensure compliance with risk, regulatory, and professional standards.
- Support the ongoing growth and success of Westpac Private Bank.
Required Qualifications and Skills
- Proven experience with high-net-worth clientele within private banking, wealth management, or financial services.
- Established professional network and demonstrated success in generating new business opportunities.
- In-depth knowledge of lending, wealth strategies, and complex financial instruments.
- Exceptional relationship-building and influencing abilities.
- Strong commercial awareness and understanding of market trends.
- Unblemished reputation for professionalism, integrity, and client advocacy.
Benefits of Working at Westpac
- Four weeks annual leave plus five wellbeing days.
- Option to purchase up to four additional weeks of leave annually.
- Discounts on banking services and insurance products.
- Clear pathways for career advancement with internal promotion opportunities and recognition programs.
- Competitive superannuation and KiwiSaver schemes.
- Engagement in environmental and community initiatives.
- Generous parental leave policies, including government top-ups.
- School holiday subsidies to aid work-life balance.
Additional Information
Westpac is committed to fostering a diverse and inclusive workplace that empowers individuals from all backgrounds, including those with disabilities or neurodiverse conditions. The organization encourages applications from passionate professionals who embody dedication and integrity. Applications close on 15 October 2026.