Senior Manager, Private Bank Originations

Lead our Private Bank Originations team
Permanent, Full-time position
Based at Westpac on Takutai Square | Britomart | Auckland

Mō te Tūranga - About the role:
Our award-winning Private Bank provides distinctive and differentiated expertise, insights and genuine care for high-net-worth clients – this is what sets us apart in the market.

Due to ongoing success and growth, this newly created leadership role is a pivotal opportunity to drive business growth, lead our high-performing Private Bank Originations team, and contribute to the delivery of our strategic priorities.

As a member of our Private Bank and Wealth Leadership Team, reporting directly to the Head of Private Bank, you'll spearhead our external growth strategy, identifying and pursuing new business opportunities to attract high-net-worth clients. Your primary focus will be on developing strategic responses to growth opportunities and driving customer acquisition through strategic partnerships with external market participants. This is a true "hunter" role, requiring a proactive and entrepreneurial approach to drive growth and expand our Private Bank market presence.

Na tōu rourou - What will you bring?

Proven experience (min. 5-10 years) in financial services, preferably as an Authorised Financial Adviser, with a strong track record in new customer origination strategies.
Strong understanding of local and international financial markets, investment securities, property markets, and wealth transfer.
Tertiary qualification preferred, with excellent financial numeracy skills and ability to interpret technical material.
Confident user of technology solutions to drive productivity, efficiency, and innovation.
Proven leadership and coaching skills, with an empathetic and inclusive management style.
Outstanding interpersonal and communication skills, with strong customer relationship management experience and proven networking abilities.
Ability to work independently and collaboratively, with a willingness to share knowledge and best practices with colleagues.
Existing network of professional services contacts.

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:
21 January 2025

Senior Manager Private Bank Originations

Westpac New Zealand

Senior Manager Private Bank Originations

Westpac New Zealand

Auckland

Westpac New Zealand

Senior Manager Private Bank Originations

Location

Job Description

Soft Skills Required

Benefits and Perks

Job Schedule

Company Video