Investment Advice Expert

2 days ago


Christchurch, Canterbury, New Zealand Westpac Bank Full time
Role Summary

This is a dynamic opportunity for a skilled Wealth Office Adviser to join our esteemed team at Westpac. As a trusted advisor, you will be responsible for crafting bespoke investment solutions that cater to the diverse needs of our clients.

Core Duties
  • Establish and nurture long-term relationships with customers, fostering a deep understanding of their goals and aspirations.
  • Utilize your extensive knowledge of Westpac's offerings to provide expert advice on managed funds and products.
Essential Qualifications

To thrive in this role, you will require:

  • A minimum of two years' experience in client-facing roles, preferably within banking or investment advisory services.
  • A robust academic foundation, including a Level 5 New Zealand Certificate in Financial Services (Investment strand).
  • A proven track record of effective communication and collaboration, with a strong emphasis on teamwork and relationship-building.


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