Senior Wealth Officer Adviser - Wealth Office

Based at our Takutai | Britomart office
Supporting our Central/South Auckland clients
Hybrid role, mixture of home and office

Looking to further your career in financial planning and wealth management?
Are you keen to network across a broad segment of clients and establish your reputation in a highly competitive industry?

About the role:
Westpac has a strong and trusted brand in the New Zealand market. We are responsible for leading some great innovative banking products and continue to enhance our customers experience with next generation banking.

We are looking for suitably qualified and experienced Financial Advisers to join our Private Wealth Management team based in our Britomart Offices. Working as part of the Wealth Office team, which is Westpac’s investment advice channel, this role will provide advice to high value clients in this region. This is a diverse and challenging role that will give you the opportunity to further develop your financial planning skills, network across a broad segment of customers and establish your reputation in a highly competitive industry.

You will take ownership of a set of existing high value customers and will be required to pro-actively liaise with these customers by providing personalised and professional recommendations on a broad range of financial solutions and products. You will be your customers trusted adviser, as well as proactively seeking new business growth from both new and current connections and referral partners.

What you’ll need to succeed:

Strong interest in Investments and in-depth knowledge of the industry.
Proven self-management and strong communication skills and are a confident negotiator
Hold a current Level 5 qualification
Exceptional ability to build and maintain strong relationships both over the phone, video conference and in a face-to-face environment
An experienced Financial Adviser who has previously provided investment advice

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:
28 January 2025

Senior Wealth Office Adviser

Westpac New Zealand

Senior Wealth Office Adviser

Westpac New Zealand

Auckland

Westpac New Zealand

Senior Wealth Office Adviser

Location

Job Description

Hard Skills Required

Soft Skills Required

Benefits and Perks

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