Based in Wellington or Christchurch
Full Time, permanent
Based predominantly in our regional centre with visits to our branch network

Mō te Tūranga – About the role
As a Wealth Office Adviser, you will be providing investment advice to our customers. You’ll be responsible for actively liaising with them to build a clear understanding of their needs, and then tailoring personalised and professional recommendations to ensure we deliver the very best outcomes. You’ll be advising on Westpac’s approved range of managed funds and products for both new and existing Wealth customers.

Building connections is also key, you’ll be managing and cultivating relationships with your peers, within the Wealth team and the wider business units at Westpac.

Ngā mea kia whai angitū ahau? – What do I need to be successful?
We’re looking for someone with genuine passion for investments and helping customers, someone who will go above and beyond to deliver exceptional service and create magic moments. This is a team with high standards, so someone who aims high and is big on continually learning and improving will be welcomed into our close-knit team.

The key attributes required are:

A minimum of two years’ experience in client services within banking or investment advisory services
Level 5 New Zealand Certificate in Financial Services (Investment strand) is essential
Excellent written and verbal communication skills
Strong team player
Knowledge or experience of the Wealth industry
Strong technical knowledge and a desire to learn
So, if you are the special person with a positive attitude, a natural problem solver and someone who prides themselves on getting it right for the customer the first time, then we want to hear from you.

Westpac Hei Wāhi Mahi – Working at Westpac
At Westpac, our mission is to have New Zealand’s best professionals, to be recognised as a place where talent is developed to its fullest potential and where aspiring and current employees see Westpac as one of THE places to work. Along with this, we offer a range of benefits including:

4 weeks standard holiday + 5 additional days of wellbeing leave
Purchased leave options up to 4 weeks per year
Banking benefits and insurance discounts
Career growth – we promote internal capability; we have programmes that recognise star performers
Market leading superannuation and KiwiSaver options
Environmental and community care programmes
Generous parental leave – and top up government paid parental leave
School holiday subsidy - help you balance work and family during school holidays

Ko mātou tēnei | Our Organisation
At Westpac, we’re working together to build a fairer and stronger New Zealand for our people, customers, and communities. For over 160 years we’ve been driven by our purpose to Create Better Futures Together.

What makes us unique are the incredible people we’re lucky enough to have walk through our doors every day. The giant ‘W’ on our building doesn’t just stand for Westpac – it says, double you. We’re a place that values, rewards and recognises individuality. Where you can be your whole self, your true self, and your best self. We’re recognised as a place where talent is developed, where passions are fuelled and where ambitions of all shapes and sizes thrive. And it all starts with you!

Tono mai ināianei! | Apply Now!

Apply today with your CV and Cover Letter.
The people of Aotearoa, New Zealand hail from many cultures and backgrounds. At Westpac New Zealand, we draw on this enormous talent pool to cultivate a team rich in ability and empowered to reach its full potential. Our aim is to be brave challengers, celebrating our differences and relentlessly advocating for our customers. It starts with us – we believe that when we care deeply and do our best for our people, they’ll do their best for our customers. We encourage people from all walks of life to apply, including those who are neurodiverse, have chronic health conditions or disabilities – your attitude and passion are as important to us as your experience, qualifications and capabilities.

Mahi tahi tātou, kaha ake tātou | Together Greater

Applications close:
9 February 2025

Wealth Office Adviser

Westpac New Zealand

Wealth Office Adviser

Westpac New Zealand

Wellington

Westpac New Zealand

Wealth Office Adviser

Location

Job Description

Hard Skills Required

Soft Skills Required

Benefits and Perks

Company Video