Bank of New Zealand

Private Wealth Adviser

Bank of New Zealand  •  New Zealand (Onsite)  •  1 day ago
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Job Description

Worker Type:

Permanent

Here at BNZ, it's about more than just banking. We work together in an agile, energising environment to create innovative solutions through our promise "If you can imagine a better future, let's find a way."

We support wellbeing, flexible working and have a generous leave offering. There is the opportunity for growth, learning and career development. No two days are the same.

Mō te Tūranga | About the Role

Our Private Bank Team delivers exceptional client experiences to become the partner of choice for our high-net-worth clients. Our focus is on understanding what matters most to our clients and providing them with exceptional and highly personalised banking experiences and wealth management solutions.

This is an exciting opportunity to join as a Private Wealth Adviser, supporting the needs of our clients across the Wellington region.

What are the key focus areas for this role?

  • Building and maintaining existing client relationships that align to the BNZ Private Bank value and service proposition.

  • Growing the Private Bank client-base with a clear focus on funds under advice and management alongside managing clients' transactional banking and cash management strategies.

  • Provide personalised advice and recommended solutions utilising BNZ products, while maintaining high professional and compliant standards.

  • Actively building strong relationships internally and externally to support the BNZ brand in market.

What is the most exciting thing about this opportunity?

We provide a complete, full-service Private Bank that nurtures our relationship with clients, supporting them and their family through their life stages and transition points. Working closely with clients, you will see first hand the meaningful impact our roles have.

What attributes will this person display to be successful in this role?

We are looking for someone who is open minded and inquisitive, with a game-changer attitude, and excellent problem-solving skills. You will bring:

  • Minimum 2 years’ experience as a Financial Adviser, ideally working with high-net-wroth clients.

  • General knowledge of banking, lending, business and risk management strategies.

  • Strong stakeholder and relationship management skills, you’re client focused, with a genuine commitment to deliver exceptional service.

  • Ability to identify and address complex client needs through the delivery of highly personalised services to support clients to build their wealth.

  • Confident with new business acquisition, ideally already have strong relationships and networking abilities in and around the area.

  • Required as a minimum, New Zealand Certificate in Financial Services (Level 5) (Investment).

What will success look like for the candidate in this role?

An engaged client-base, high client satisfaction results, as well as strong personal and professional growth.

What is the team culture and environment like?

You will be joining a team of highly motivated individuals, who are inclusive and able to challenge each other respectfully.

It is a fast-paced environment, so if you enjoy being busy and working autonomously then you will thrive in this team!

Nau Mai ki te Pēke o Aotearoa | Come to the Bank of New Zealand

This is an exciting opportunity to join us!  We're bold thinkers who are taking brave steps to create a company that people want to work for, and customers want to bank with. If you're ready to join a fun organisation where we are proud of our culture and how we are helping New Zealander's to 'Find their way', then show your interest by submitting your application - we can't wait to read it. 

Ehara taku toa i te toa takitahi, engari he toa takitini" - Success is not the work of an individual, but the work of many.”

Closing Date: 12 June 2026

Applications will be reviewed regularly across the advertising period, but we do reserve the right to close applications early.

Bank of New Zealand

About Bank of New Zealand

Welcome to the official LinkedIn page of Bank of New Zealand, Te Pēke o Aotearoa. Since our inception over 160 years ago, BNZ has helped New Zealanders find a way. ‘Finding a way’ is at the heart of everything we do. It’s who we are. Today the bank employs over 5,000 people in New Zealand, working together to help navigate the people of Aotearoa towards a better future.

If you can imagine a better future, let’s find a way.

Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
Auckland, NZ
Year Founded
1861
Website
bnz.co.nz
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