Private Banker

  • Company:
    ANZ New Zealand
  • Location:
  • Salary:
    negotiable / month
  • Job type:
    Full-Time
  • Posted:
    2 days ago
  • Category:
  • Focus on delivering a first class private bank experience to our Northland clients
  • Use your well develop relationship building skills to grow your personal brand and network with High Value Clients
  • Work for an organisation that prides itself on diversity of people and thought
  • About The Role In this role, you would have the opportunity to:

  • Be responsible for the management, growth and retention of a set of 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: Whangarei or Keri Keri Role Type: Permanent, full-time Shift: Standard About You To grow and be successful in this role, you will ideally bring the following:

  • Financial Advisers Regime – Authorised Financial Adviser (set standards within National Certificate in Financial Services Level 5, or other approved relevant qualification) is required for this role
  • Previous experience in banking with in-depth knowledge of financial markets
  • Credit skills – all residential & commercial excluding development (not business but individual credit) – an asset but not essential
  • Excellent Relationship management & sales experience
  • Advanced communication, presentation & networking skills
  • About ANZ 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. ANZ recognises the value of an inclusive and diverse work environment. We take pride in the diversity of our people and encourage applications from diverse candidates. Our recruitment decisions are based on the key inherent needs and requirements of each role, and candidates are selected based on their unique strengths and characteristics. The ANZ values are the foundation of how we work and support our customers. Integrity – We are honest and fair Collaboration – We work together for the customer Accountability – We take ownership and get things done Respect – We care for all those we serve Excellence – We challenge ourselves to be better We work flexibly at ANZ and encourage you to talk to us about how this role can be flexible for you and any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability, let us know how we can provide you with additional support. ANZ recognises the importance of flexible working, watch our Global Stories to see how ANZ aims to meet the needs of our customers and to attract and retain the best people in a changing world