Wealth Manager - Northland, Whangarei
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ASB Bank Limited

Wealth Manager - Northland

  • Posted Today
  • On Site
  • Full Time

Whangarei

Job Description

Nau mai ki ASB | Welcome to ASB


Are you an experienced Financial Adviser who enjoys helping customers make confident decisions about their financial future?


We’re looking for a Wealth Manager to join us in the beautiful and fast-growing Te Tai Tokerau, Northland region. This is a brand-new role and a great opportunity to help grow ASB Invest across Northland, making the most of strong internal referral pathways and working alongside our Wealth Advisory network to build trusted customer relationships and strengthen our presence in the region.


As the role provides dedicated support across Northland, you’ll need to be based in Whangārei or the wider Northland area, and comfortable connecting with customers and internal partners throughout the region.


Te Tūranga | The role


As a Wealth Manager, you’ll provide quality investment planning and personal financial advice while building trusted, long-term relationships with your customers.


You’ll manage and grow a portfolio by identifying opportunities both within ASB and externally. Working closely with internal partners, you’ll help create a strong referral culture and ensure customers receive coordinated support that reflects their changing needs.


You’ll also:


  • Guide customers through the ASB Invest advice process and provide tailored investment solutions.
  • Build strong customer relationships that deepen engagement and support long-term financial wellbeing.
  • Grow your portfolio through proactive business development and referral opportunities.
  • Partner with colleagues across ASB to connect customers with the right specialist support.
  • Deliver high-quality advice and customer outcomes in line with regulatory and operational standards.


Ngā mea kia whai angitū ahau? | What do I need to be successful?


We're looking for someone who combines strong technical knowledge with a genuine passion for helping customers achieve their financial goals.


To be successful in this role, you'll bring:


  • Wealth management, financial planning or investment advisory experience within banking or financial services.
  • A proven ability to build trusted customer relationships and deliver quality advice.
  • Strong commercial acumen, with confidence identifying opportunities to grow and retain customer portfolios.
  • Sound knowledge of financial markets and investment products.
  • Relevant industry qualifications, including the Level 5 Certificate in Financial Services (or equivalent).


Te mahi ki ASB | Working for ASB


At ASB, our values are more than just words. They’re anchors to who we are and where we’ve come from. They guide how we work together, how we show up for our customers and communities, and how we shape the future of ASB.


  • Kia Manaaki | Care – Care is about lifting our people, customers and communities to reach their potential.
  • Kia Māia | Courage – Courage is about doing the right thing even when it feels hard.
  • Kia Mahira | Curiosity – Curiosity is about better decision making and applying judgement before we act.


You'll be joining a team that is passionate about helping New Zealanders make progress with confidence while building lasting relationships that create positive outcomes for customers and communities.


We also offer:


  • Career growth through training, mentoring and internal opportunities.
  • Health & wellbeing support including Southern Cross Wellbeing One.
  • Meaningful benefits like discounted banking, insurance, and parental leave top-up.
  • A company vehicle to support regional customer engagement across Northland.


Me pēhea te tono | How to apply?


If this sounds like the right opportunity for you, apply now and include a brief cover letter outlining your relevant experience.


Please note that applicants must hold the legal right to work in New Zealand.

Successful candidates will be required to complete pre-employment checks, which may include a Police Check, Credit Check, AML compliance checks, verification of qualifications, and relevant overseas checks if applicable.

Desired Hard Skills

  • Financial Planning
  • Financial Markets
  • Investment Advisory
  • Business Development
  • Relationship Management

Desired Soft Skills

  • Customer Service
  • Communication
  • Teamwork
  • Commercial Acumen
  • Trust Building

Additional Compensation

  • Performance Bonus

Benefits & Perks

Culture

  • 🤱 Extended Parental Leave
  • 🏘 Work from Home
  • 🧕 Inclusive Workspace
  • 🩺 Health Insurance
  • ⚖ Work-Life Balance Support
  • 💸 Payroll Giving
  • 💼 Life Insurance
  • 🧠 Mental Health Workshops
  • 🌿 Wellness Program
  • 📈 Professional Development
  • 🚗 Company Car
  • 🏎 Competitive Salary
  • 🎉 Employee Discounts and Rewards
  • 🎖 Long Service Rewards
  • 🏆 Performance Bonus
  • ⏰ Flexible Work
  • 🍇 Fruit Box
  • ☕ Work Café
  • Sick Leave
  • Wellbeing Support
  • Bereavement Leave
View All
  • 🌈 Rainbow Tick
  • 🌿 Indigenous Rights
  • 💸 Living Wage
  • 🌐 INZ Accredited Employer

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