Senior Wealth Office Adviser at Westpac New Zealand

City of Albany, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Jun, 26

Salary

0.0

Posted On

18 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Knowledge, Self-management, Communication, Negotiation, Relationship Building, Financial Planning, Client Management, Business Growth, Proactive Liaising, Professional Recommendations

Industry

Banking

Description

Senior Wealth Officer Adviser - Wealth Office Auckland Northwest and Northland Region Full-time, permanent role Based in our Albany Branch Hybrid role – mixture of work from home and office Mō te Tūranga – 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 Wealth Office team based in our Albany office. 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. Ngā mea kia whai angitū ahau? – What do I need to be successful? 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 Have 5 or more years’ experience as a Financial Adviser providing 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: 20 March 2026 Our culture is rich with stories of how our people like to help, our customers, our community and each other. This is reflected through flexible working arrangements to ensure that our people have a balance in their life with those things that are important to them. Through ensuring that we provide opportunities to everyone regardless of what society throws at them, we are a safe place to work where you are treated equally and appreciated.

Responsibilities

This role involves providing personalized and professional financial recommendations to a set of existing high-value clients within the Auckland Northwest and Northland Region. The adviser will also be responsible for proactively seeking new business growth from both new and current connections and referral partners.