Private Banker, Dunedin
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ANZ Aotearoa

Private Banker

  • Posted 1w ago
  • On Site
  • Full Time

Dunedin

Job Description

Ko Mātou – About Us


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.


Mō te tūranga – About the role


At ANZ Private, we help successful individuals, families, professionals, business owners and farmers achieve their financial goals through our comprehensive wealth management offering.


As a Private Banker, you will build trusted relationships with clients, gain a deep understanding of their financial goals and aspirations, and provide personalised financial advice and solutions that help them grow, manage and protect their wealth.


Our comprehensive wealth management offering combines investment expertise, access to lending solutions and day-to-day banking services to support clients through every stage of their financial journey. Through proactive advice and meaningful client relationships, you will help clients make informed decisions and achieve long-term financial confidence.


Success in this role comes from delivering exceptional client experiences, building enduring relationships and identifying opportunities to deepen client engagement, grow funds under management and support sustainable business growth. You will be proactive, growth-focused and externally connected, building strong referral networks and creating opportunities that benefit both your clients and ANZ.


Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.


Role Type: Permanent

Role Location: Dunedin

Work Hours: Standard, Monday to Friday, 37.5 hours


Ka aha tō rā e kite ai? – What will your day look like?


As a Private Banker, you will:


  • Manage and grow a portfolio of ANZ Private clients.
  • Build trusted relationships and develop a deep understanding of clients' financial goals, needs and aspirations.
  • Provide personalised financial advice and investment solutions that help clients grow, manage and protect their wealth.
  • Develop and maintain client plans that support strong client outcomes, portfolio growth and retention.
  • Deliver an exceptional and personalised client experience through proactive engagement and timely follow-through.
  • Grow funds under management, deepen client relationships and generate new business opportunities through referrals, networking and business development activities.
  • Maintain an active presence in the market, building relationships with professional partners and centres of influence.
  • Stay informed on market, economic and industry developments to support meaningful client conversations.
  • Deliver strong growth, client satisfaction, productivity and risk outcomes while maintaining a strong focus on conduct, compliance and customer interests.


Ōu Pūkenga? – What will you bring?


To grow and be successful in this role, you will ideally bring the following:


  • New Zealand Certificate in Financial Services (Level 5) and Financial Adviser accreditation, or the ability to obtain and maintain accreditation within agreed timeframes.
  • Experience providing financial advice, investment advice or wealth management solutions to clients.
  • Strong understanding of investment markets, wealth creation strategies and portfolio construction.
  • Sound knowledge of the regulatory and compliance obligations associated with providing financial advice.
  • Proven success building trusted client relationships and delivering exceptional client outcomes.
  • Demonstrated ability to grow and retain client portfolios, including growing funds under management and identifying new business opportunities.
  • Strong networking and business development capability, with a focus on building long-term referral relationships.
  • A passion for helping clients grow, manage and protect their wealth through a comprehensive wealth management approach.
  • Commercial acumen balanced with a strong customer and risk focus.


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.

Desired Hard Skills

  • Wealth Management
  • Compliance Knowledge
  • Financial Advice
  • Investment Advice
  • Portfolio Management

Desired Soft Skills

  • Business Development
  • Client Relationship Building
  • Customer Focus
  • Networking
  • Risk Management

Benefits & Perks

Culture

  • ☮ Lifestyle Leave
  • 🤱 Extended Parental Leave
  • 📆 Paid Volunteer Leave
  • 🏛 Fully Paid Jury Service
  • 🏘 Work from Home
  • 🧕 Inclusive Workspace
  • ❤ Care and Appreciation
  • 💯 Employee Mentoring Program
  • ⚧ Gender Transition Support
  • ⚖ Work-Life Balance Support
  • 💸 Payroll Giving
  • 🧠 Mental Health Workshops
  • 💚 Counselling Services
  • 🏥 Subsidised Health Insurance
  • 📈 Professional Development
  • 🎉 Employee Discounts and Rewards
  • 🎖 Long Service Rewards
  • 📣 Referral Bonuses
  • 🏆 Performance Bonus
  • 🔥 Company Discounts
  • 💻 Company Supplied Technology
  • ⌨ Home Office Budget
  • 🩸 Free Period Products
  • ⛑ Uniform Provided
  • ⏰ Flexible Work
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  • 🌈 Rainbow Tick
  • 📚 Cultural Competency Training
  • 🌿 Indigenous Rights
  • 🧠 Neurodiverse
  • 💰 Wage Equality
  • 💸 Living Wage
  • 🌏 Sustainability Policy
  • 🗣 Support Services for Employees
  • 🤲 Volunteering
  • 🚪 Open Door Policy
  • 💝 Charitable
  • 🌐 INZ Accredited Employer
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