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BNZ

Private Wealth Adviser

  • Posted 1w ago
  • On Site
  • Full Time
Location

Tauranga

Job Description

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 a financial adviser to develop their career as a Private Wealth Adviser by supporting the needs of our high-value clients, in Tauranga.

We spoke with our Head of Private Wealth Management – 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.
  • Actively building strong relationships 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?

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

What attributes will this person display 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 pay great attention to detail, and given the client focus of the role, you will enjoy building and developing relationships with clients.

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.”

Hard Skills Required

  • Financial Planning & Wealth Management
  • Investment Portfolio Management
  • Risk Assessment & Compliance
  • Cash Flow & Transactional Banking Strategies
  • CRM & Financial Software Proficiency

Soft Skills Required

  • Client Relationship Management
  • Problem-Solving
  • Attention to Detail
  • Strategic Thinking
  • Adaptability & Resilience

Benefits and Perks

  • 🌿
    Wellness Program
  • 💯
    Employee Mentoring Program
  • 🏘
    Work from Home
  • ⚖
    Work-Life Balance Support
  • 📣
    Referral Bonuses
  • 📈
    Professional Development
  • 🧠
    Mental Health Workshops
  • 💚
    Counselling Services
  • 📱
    Discounted Phone or Internet Plans
  • 🩸
    Free Period Products
  • ⏰
    Flexible Work
  • 🏎
    Competitive Salary
  • 🩺
    Health Insurance
  • 🧕
    Inclusive Workspace
  • 🎉
    Employee Discounts and Rewards
  • 🏛
    Fully Paid Jury Service
  • 🤱
    Extended Parental Leave
  • 🏥
    Subsidised Health Insurance
  • ⛑
    Uniform Provided
  • 💼
    Life Insurance
  • 🚶
    Ease Back to Work

Job Schedule

  • Shift Work

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