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

The Private Banker is critical to making this happen and key responsibilities of the role will include the following:

• Be responsible for the management, growth and retention of a set of Private Bank clients with a particular focus on investment management and advice.
• 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 the 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 based in Auckland, you will join a supportive team environment

Role Location: Auckland, ANZ Centre/ANZ Raranga

Role Type: Permanent, Fulltime

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

As a Financial Planner, you will:

• Build the ANZFP business by developing productive relationships with customers and proactively offer advice, products, and services to meet their needs.
• Develop and implement a marketing / sales strategy to promote ANZ products and to increase and retain funds under management (FUM).
• Provide total client relationship management, including recommendation and introduction of other ANZ professional services
• Generate new and maintain existing client relationships and provide quality, holistic, and well-thought-out advice to clients, and identify any cross-sell opportunities to our referral partners
• Apply business knowledge and wealth creation strategies to help meet customers' financial goals, calling in specialists where required
• Contribute to the Business Unit's Profit and Loss, Sales Revenue and FUM growth targets
• Ensure all advice adheres to ANZ policies and procedures for Practicing Certificate Holders and legislative and regulatory frameworks
• Maintain current market, CPD, legislative and industry knowledge.

Ōu Pūkenga? - What will you bring?

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

• Proven track record of experience working with investment clients to deliver investment portfolio solutions and advice, focussed primarily globally diversified asset classes such as shares, bonds, property and infrastructure.
• Minimum Qualification requirement: Financial Advisers Regime –New Zealand Certificate in Financial Services (Level 5) (Investment), or, other approved relevant qualification is required for this role
• Previous experience in banking with in-depth knowledge of financial markets is preferred.
• Excellent Relationship management & sales experience
• Advanced communication, presentation & networking skills

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. If selected for an interview, we’ll be asking you to showcase how you’ve developed and used your strong personal & professional brand profile, to build your client base, and grow and retain business in similar roles.

He aha te take e uru ai koe ki a mātou? - So, why join us?

From the moment you join ANZ, you'll be part of a work whānau striving towards a common purpose: shaping a world where communities thrive.

But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and community you need to take the next big step in your career.

We're a diverse community at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to wellbeing services and discounts on selected products and services from ANZ and more.

At ANZ you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of Aotearoa New Zealand's communities and this is one of the reasons that has inspired us to develop a multi-year Te Ao Māori Strategy called Tākiri-Ā-Rangi. This includes increasing representation of Māori and Pasifika people at ANZ. Join us and get involved in one of our affinity networks which help us to better understand and meet the needs and interests of our increasingly diverse workforce.

Kua wātea te katoa ki te tono. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with an access requirement or disability, let us know how we can provide you with additional support.

To find out more about working at ANZ visit https://www.anz.co.nz/careers/You can apply for this role by visiting ANZ Careers and searching for reference number 111428.

Te Rā Ōtinga - Job Posting End Date

22nd March 2026 at 11.59pm, (NewZealand)