Wealth Office Adviser

3 weeks ago


Wellington City, New Zealand Westpac Full time

**Wealth Office Adviser**
**-**
**AUC11918**

**Ko mātou tēnei - Our Organisation**

Our purpose at Westpac is to help New Zealanders succeed. This is what we do, who we are and why we come to work every day. Together Greater working in partnership to build a fairer and stronger New Zealand for Westpac people, customers and communities connects all of us, as well as our customers and communities with our purpose. Through working together to achieve greater things, we’ll help New Zealanders to succeed.

By having our purpose, values, and behaviours at the heart of our work, in every decision, every customer interaction, every moment, we will achieve our ambitions under our strategy.

**Mō te Tūranga - About the role**

We are looking for a qualified Financial Adviser to join our Wealth Office team in Christchurch or Wellington in the the Private Wealth Management division. You will be working as part of the Wealth Office team, which is Westpac's phone and video-based advice channel. This is a diverse and challenging role that will give you the opportunity to develop your financial planning skills, network across a broad segment of customers and establish your reputation in a highly competitive industry.

You will be responsible for actively liaising with 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 business growth from both new and current connections and referral partners.

**Ngā mea kia whai angitū ahau? - What do I need to be successful?**
- Already hold the New Zealand Certificate in Financial Services (Level 5) (Investment)
- Experience of providing financial advice within New Zealand.
- Strong interest in investments and/or knowledge of the industry.
- Proven self-management and communication skills and you are a confident negotiator
- Exceptional ability to build and maintain strong relationships
- Proven ability to interpret and translate technical material

**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
- 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

**Whangai ka tupu ka puawai - That which is nurtured, blossoms and grows**

**Mahi tahi tātou, kaha ake tātou - Together Greater**

**Job***: Investment Specialist

**Primary Location***: CANT-Christchurch

**Other Locations***: WGTN-Wellington

**Employee Status***: Permanent

**Schedule***: Full-time

**Posting Date***: 19/01/2023, 8:53:28 PM

**Closing Date***: 03/02/2023, 6:59:00 AM


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