Investment Private Banker

1 week ago

Auckland City, New Zealand ANZ Banking Group Full time

**Req ID**: 85534
**Department**: NZ Personal Banking Private Bank
**Division**: New Zealand
**Location**: Auckland
Ko Mātou - About Us
Kia Hanga I Te Ao, E Ora Ai, E Tupu Ai, Te Tangata Me Te Kainga. At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.
Mō te tūranga - About the role
ANZ Private works with high-value individuals and families supporting them to protect, manage and grow their wealth, by providing timely insights and solutions in the moments that matter most. Our specialist bankers and advisers provide our clients with a personalised relationship and holistic solutions tailored to their values, aspirations, needs and concerns.
As an Investment Private Banker in our Private Banking division, you’ll play a key role in supporting our vision to be the partner of choice for high-value customers, and to be recognised by our clients, people and stakeholders as integral to their success. Your talent for building trusted relationships with clients, passion for enhancing the financial wellbeing of communities and whānau, and your ability to thrive in a people-first environment will be instrumental in your success as you embrace this exciting opportunity to establish a meaningful career in the Investment Banking space.
Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.
**Role Location**: Auckland
**Role Type**: Permanent, Fulltime
Ka aha tō rā e kite ai? - What will your day look like?
**As an Investment Private Banker, you will**:
Deliver exceptional service to a diverse set of high-value clients, ensuring their needs and objectives are well-balanced
Foster client relationships and networks by understanding their unique financial requirements and offering tailored advice on products and services
Develop and implement client plans that align with their preferred ways of operating, guiding them towards financial success
Recommend and execute appropriate investment strategies with a focus on achieving high client satisfaction
Listen to, respect, and value our clients, gaining a deeper understanding of their diverse needs and aspirations
Build meaningful relationships with colleagues across various business units to enhance the value provided to your clients
Provide coaching and guidance to Associates on advice and client experience, supporting their professional development
Seek opportunities to establish new client relationships and expand your portfolio
Role model and embed ANZ’s values and purpose within the team fostering an inclusive and supportive environment for everyone
Ōu Pūkenga? - What will you bring?
To grow and be successful in this role, you will ideally bring the following:
Proven experience in building genuine connections and relationships with clients in a professional setting
Ability to build trust and influence others
Effective communication skills, with the ability to tailor your style to meet the diverse needs of your clients
Resilience and a growth mindset, with the ability to embrace challenges and adapt your approach
An inquisitive mindset with a keen interest in investment products and financial markets
A passion for helping others success and enhancing the wellbeing of your community in various ways
Ability to effectively build networks across both internal and external stakeholders
Previous experience in a banking or sales environment could be helpful, but not essential
A current Financial Adviser qualification would be beneficial for this role, however it is more important to us to find someone who is community-driven with strong values. For the right person, we will support you on a journey of personal and professional development, including obtaining the relevant certificates to be successful in this environment long term
You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.
He aha te take e uru ai koe ki a mātou? - So, why join us?
From the moment you join ANZ, you'll be part of a work whānau striving towards a common purpose: shaping a world where communities thrive.
But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and community you need to take the next big step in your career.
We're a diverse community at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to wellbeing services and discounts on selected products and services from ANZ and more.
At ANZ you'll be part of an organisation where the different backg

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