Private Banker

2 weeks ago


Hamilton, Waikato, New Zealand BNZ Full time

Private Banker / Financial Adviser

Ko mātou tēnei | This is Us


Our role as the Bank of New Zealand is to help navigate Aotearoa towards a better future, this means working in an energising environment built around our customers to help our communities prosper.

If you can imagine a better future, let's find a way


Here at BNZ we embrace flexible working, have a strong focus on career development and progression, as well as a range of great benefits, including six weeks annual leave.


Mō te Tūranga | About the Role


We have an exciting opportunity for an experienced financial adviser to develop their career as a Private Banker by supporting the needs of our high-value clients, in the Waikato region.

We spoke with our Head of Advisory - 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 clientbase with a clear focus on funds under advice and management alongside managing clients' transactional banking and cash management strategies.
  • Building strong relationship 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.

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

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

Ideally you will be an accredited Financial Adviser holding a minimum of Level 5 Investment qualifications.

**Nau Mai ki te Pēke o Aotearoa | Come to the Bank of New Zealand
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