Private Banker
2 weeks ago
About the role
Focus on delivering a first class private bank experience to our Chinese-speaking Auckland clients
Use your well-developed relationship building skills to grow your personal brand and network with High Value Clients
Grow in an organisation that prides itself on diversity of people and thought
What will your day look like
**In this role, you would have the opportunity to**:
Be responsible for the management, growth and retention of a set of Chinese-speaking Private Bank clients
Build a thorough understanding of each client’s financial requirements and understand your clients’ needs and risk profile to ensure positive customer outcomes
Develop new business through your own personal network, as well as working collaboratively with colleagues to following up on referrals and developing existing client relationships
Ensure Private Bank clients receive advice and service to highest level
Build a professional profile within your community
Provide coaching & guidance to Associates, helping to create a supportive, creative and achievement oriented work environment for the team
Collaborate with key stakeholders and colleagues to ensure your client’s service experience is consistent across the bank
Reporting to a Senior Private Banker and supported by an Associate Private banker, who are also based in Auckland, you will join a supportive team environment
**Role Location**: Auckland
**Role Type**: Permanent, full-time
What will you bring?
To grow and be successful in this role, you will ideally bring the following:
Financial Advisers Regime - Financial Adviser (set standards within National Certificate in Financial Services Level 5, or other approved relevant qualification) is required for this role
Fluent in communicating with the Chinese language (reading, writing, and speaking) since you will be dealing with Chinese-speaking customers
Must have previous experience and skills in banking and managing a set of clients
Possess in-depth knowledge of financial markets
Credit skills - all residential & commercial excluding development (not business but individual credit)
Excellent Relationship management & proven track record in an investment advisory role
Advanced communication, presentation & networking skills
Fluent in communicating in other Asian languages is also preferred, but not a strict requirement
So, why join us?
Our purpose is to shape a world where people and communities thrive. That’s why we strive to create a balanced, sustainable economy in which everyone can take part and build a better life. By helping people make the most of what they have, we transform ideas, hard work and ambition into reality.
We work flexibly at ANZ. Talk to us about how this role could be flexible for you.
Job Posting End Date
, 11.59pm,
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