Private Wealth Manager

2 months ago


Auckland City, New Zealand ASB Bank Full time

We have an exciting opportunity for high performing, experienced, and passionate investment adviser, to take up a senior financial adviser position within our Private Wealth Advisory area ($1m+), covering Auckland North Shore and Northland.

Private Wealth Managers focus on the retention of existing clients, and growing relationships to source new opportunities, by providing suitable advice, and delivering exceptional service to our highest net worth clients.

Our Private Wealth Managers play an important role in managing and growing relationships with clients referred from Private Banking and other key stakeholders. They also proactively engage with prospective clients and represent ASB as industry experts to elevate ASB's reputation and grow our presence as one of the leading providers of investment advice in New Zealand.

Success will come from extensive investment advice experience in New Zealand and/or international financial services, along with a proven ability to grow and develop new opportunities to provide clients with professional advice.

You will have had success in building quality relationships with clients and stakeholders at all levels of the business. Your strong influencing and negotiating skills will ensure you successfully create a strong service experience for our clients, through promoting excellence in all customer interactions, through the provision of professional financial advice.

What we can offer you:

- Working in a team with the support of Wealth Associates and Paraplanning.
- An inclusive culture that truly values flexibility.
- Competitive remuneration, performance-based incentive, company car, and other benefits commensurate with working at a large financial services company.

**It is essential that you hold a minimum of a NZ Certificate in Financial Services (Level 5) and are currently a Financial Adviser (previously AFA) registered on the FSPR, with demonstrable experience in the provision of compliant comprehensive financial advice.**

**How to apply?**
- If we've nailed our pitch and this role sounds like it might be the one for you then please click "apply"we'd love to hear from you_

**Job Details**:
**Reference #**
- SS153881**Posted on**
- 09 Mar 2023**Closes on**
- 19 Mar 2023 23:00**Location(s)**
- Auckland, Northland, Whangarei**Company**
- ASB Bank**Expertise**
- Financial Markets, Investments**Work type(s)**
- Full Time**More details (document)**
- pbwi_wealth+manager_jd.pdf**Additional information


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