Senior Private Banker

4 weeks ago

Auckland, New Zealand Australia And New Zealand Banking Group Limited Full time

Department: NZ Personal Banking Private Bank
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.
Mo te turanga - About the role In this role, you'll lead a talented team of 10 Private Bankers, Investment Advisors, and Associates, while managing a select group of clients.
Your goal? To deliver exceptional client experiences and strong performance through your team, across ANZ Private's balanced objectives.
You'll also drive team development, resourcing, and continuous improvement to support regional and overall business goals.
Ka aha to ra e kite ai? - What will your day look like? As a Senior Private Banker, you will:
Lead a team of 10, including Private Bankers, Investment Advisers, and Associates.
Provide coaching, guidance, and regular feedback to help your team grow and succeed. Develop and maintain core skills and future capabilities.
Actively manage and grow a small group of clients, fully understanding their financial positions, goals, needs, and risk profiles. Ensure these are accurately reflected in your client plans and that your team does the same.
Participate in the Regional Leadership Team, contributing to the wider business strategy and objectives.
Manage team capacity and resources to deliver the best service levels for clients.
Ensure quality information, investment advice, and recommendations by continuously monitoring portfolios with investment staff, adhering to investment strategy settings, and meeting regulatory requirements.
Stay informed on the current economic environment, investment markets, and competitor information.
Maintain up-to-date Financial Advisers accreditation and apply it appropriately.
Ou Pukenga? - What will you bring? To grow and be successful in this role, you will ideally bring the following:
Authorised Financial Adviser qualification (National Certificate in Financial Services Level 5 or equivalent).
Over 10 years of experience in financial services with in-depth knowledge of financial markets.
Ideally a degree in Commerce, Finance, or Economics.
Strong stakeholder and client management skills, with proven networking, influencing, and collaboration abilities. Demonstrated history of adding value to clients and driving positive outcomes.
Leadership potential and a desire to coach and develop others, with the ability to lead and support through change and adapt to new environments or ways of working.
Solid financial services or advisory technical knowledge to enable the best outcomes for customers.
Expertise in providing personalised Financial/Investment advice, processes, and policy.
Risk awareness with experience in operating a well-managed business and seeking continual improvements.
Critical thinking skills to manage competing demands and priorities, exercising sound judgment and decision-making.
The ability to engage and empower a diverse range of people/stakeholders.
If selected for an interview, we'll be asking you to showcase how you've developed and used your strong personal & professional brand profile, to build your client base, and grow and retain business in similar roles.
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 matou? - So, why join us? From the moment you join ANZ, you'll be part of a work whanau 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 backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of Aotearoa New Zealand's communities and this is one of the reasons that has inspired us to develop a multi-year Te Ao Maori Strategy called Takiri-A-Rangi. This includes increasing representation of Maori and Pasifika people at ANZ. Join us and get involved in one of our affinity networks which help us to better understand and meet the needs and interests of our increasingly diverse workforce.
Kua watea te katoa ki te tono. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with an access requirement or disability, let us know how we can provide you with additional support.
To find out more about working at ANZ visit . You can apply for this role by visiting ANZ Careers and searching for reference number 79390.

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