Private Wealth Adviser at Bank of New Zealand

Nelson City, Marlborough, New Zealand -

Full Time

Start Date

Immediate

Expiry Date

01 Sep, 26

Salary

0.0

Posted On

03 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Financial Advice, Relationship Management, New Business Acquisition, Risk Management, Banking Strategies, Stakeholder Management, Cash Management, Client Experience, Problem Solving

Industry

Banking

Description

Worker Type: Permanent 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 Our Private Bank Team delivers exceptional client experiences to become the partner of choice for our high-net-worth clients. Our focus is on understanding what matters most to our clients and providing them with exceptional and highly personalised banking experiences and wealth management solutions. This is an exciting opportunity to join as a Private Wealth Adviser, supporting the needs of our clients across the Nelson and Marlborough region. 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. Provide personalised advice and recommended solutions utilising BNZ products, while maintaining high professional and compliant standards. Actively building strong relationships internally and externally to support the BNZ brand in market. What is the most exciting thing about this opportunity? We provide a complete, full-service Private Bank that nurtures our relationship with clients, supporting them and their family through their life stages and transition points. Working closely with clients, you will see first hand the meaningful impact our roles have. 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. You will bring: Minimum 2 years’ experience as a Financial Adviser, ideally working with high-net-wroth clients. General knowledge of banking, lending, business and risk management strategies. Strong stakeholder and relationship management skills, you’re client focused, with a genuine commitment to deliver exceptional service. Ability to identify and address complex client needs through the delivery of highly personalised services to support clients to build their wealth. Confident with new business acquisition, ideally already have strong relationships and networking abilities in and around the area. Required as a minimum, New Zealand Certificate in Financial Services (Level 5) (Investment). 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 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! 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.” Closing Date: 17 June 2026 Applications will be reviewed regularly across the advertising period, but we do reserve the right to close applications early. Welcome to BNZ Careers! We are excited for you to apply for a role with us. We're the bank for New Zealand. Our purpose is to serve customers well and help our communities prosper. Every day we find ways for our customers, our people, and our communities to thrive through strong values, diverse teams, and great people - just like you.

Responsibilities

Manage and grow a portfolio of high-net-worth clients by providing personalized banking and wealth management solutions. Build strong internal and external relationships to support the BNZ brand and ensure compliant professional standards.