Job Description

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Partner - Private Banking

Advertiser: BNZMore jobs from this company

Job Information

Job Listing Date
16 May 2019
Location
Auckland, Auckland Central
Work Type
Full Time
Classification
Banking & Financial Services, Client Services

Partner - Private Banking

  • Join the top private banking team in New Zealand
  • Gain exposure to key influencers in the region
  • Be part of the successful BNZ story

Creating great together

We're re imagining banking for our customers, helping them be good with money so they can do great things with it. Whether it's individuals, small businesses or large institutions, we believe in finding innovative solutions that will help shape the future of New Zealand.

Our Auckland BNZ team provide a seamless, integrated service to our clients, ensuring the continued growth and development of this region. Engaging with both our Consumer and Wealth teams as well as our Partners network you are empowered to make decisions at a local level to meet the needs of your clients and help build success in your community.

About the role

Our Private Banking team is seeking a dedicated, passionate Private Banker to join our team based in Auckland CBD. Reporting through to a Senior Partner you will be responsible for the management of a medium sized established portfolio of investors.

As a highly regarded and well-networked Banker, your goal will be to develop and manage relationships with high net worth clients and referral sources. You will work closely with Private Bankers across the business and make a meaningful contribution to the future growth of Private Banking at BNZ.

Key responsibilities include the following:

  • Relationship management of Private Bank clients and satisfying their complex financial requirements
  • Effective delivery of a market-leading product and service offering
  • Active business acquisition, whilst satisfying stakeholder requirements
  • Providing holistic financial advice on client portfolios and products
  • Providing advice on all aspects of financial planning, investments, lending and foreign currency

About you

  • AFA qualified - essential
  • Financial Adviser/ Private Banker with strong investment and wealth management knowledge
  • Strong relationship skills and experience in dealing with high net worth individuals and their families
  • Strong analytical skills
  • Previous experience on advising on both lending and investments

Working flexibly at BNZ

Respecting differences and supporting different ways of working is just part of what makes BNZ a great place to work. We have a variety of flexible working arrangements for all BNZers to allow us to be our best inside and outside of work, while still delivering for our customers. Talk to us about how we can make this role work for you.

Next steps

Want to be part of enabling a high achieving New Zealand? Apply now!

If you would like to know more about Life at BNZ and how you can help re imagine banking for our customers, please visit www.bnzcareers.co.nz or click the 'apply now' button to submit your confidential application.

Applications close Sunday, 2 June 2019.

  • Join the top private banking team in New Zealand
  • Gain exposure to key influencers in the region
  • Be part of the successful BNZ story

Creating great together

We're re imagining banking for our customers, helping them be good with money so they can do great things with it. Whether it's individuals, small businesses or large institutions, we believe in finding innovative solutions that will help shape the future of New Zealand.

Our Auckland BNZ team provide a seamless, integrated service to our clients, ensuring the continued growth and development of this region. Engaging with both our Consumer and Wealth teams as well as our Partners network you are empowered to make decisions at a local level to meet the needs of your clients and help build success in your community.

About the role

Our Private Banking team is seeking a dedicated, passionate Private Banker to join our team based in Auckland CBD. Reporting through to a Senior Partner you will be responsible for the management of a medium sized established portfolio of investors.

As a highly regarded and well-networked Banker, your goal will be to develop and manage relationships with high net worth clients and referral sources. You will work closely with Private Bankers across the business and make a meaningful contribution to the future growth of Private Banking at BNZ.

Key responsibilities include the following:

  • Relationship management of Private Bank clients and satisfying their complex financial requirements
  • Effective delivery of a market-leading product and service offering
  • Active business acquisition, whilst satisfying stakeholder requirements
  • Providing holistic financial advice on client portfolios and products
  • Providing advice on all aspects of financial planning, investments, lending and foreign currency

About you

  • AFA qualified - essential
  • Financial Adviser/ Private Banker with strong investment and wealth management knowledge
  • Strong relationship skills and experience in dealing with high net worth individuals and their families
  • Strong analytical skills
  • Previous experience on advising on both lending and investments

Working flexibly at BNZ

Respecting differences and supporting different ways of working is just part of what makes BNZ a great place to work. We have a variety of flexible working arrangements for all BNZers to allow us to be our best inside and outside of work, while still delivering for our customers. Talk to us about how we can make this role work for you.

Next steps

Want to be part of enabling a high achieving New Zealand? Apply now!

If you would like to know more about Life at BNZ and how you can help re imagine banking for our customers, please visit www.bnzcareers.co.nz or click the 'apply now' button to submit your confidential application.

Applications close Sunday, 2 June 2019.

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