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Private Banker

Invercargill Invercargill, Southland Southland, New Zealand
Competitive Salary
Closing date
May 27, 2024

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Job Role
Contract Type
Full Time
Mō te tūranga - About the role

Kia Hanga I Te Ao, E Ora Ai, E Tupu Ai, Te Tangata Me Te Kainga. At ANZ our purpose is to shape a world where people and communities thrive. We're making this happen by improving the financial wellbeing and sustainability of our customers so they can achieve incredible things- whether they're buying a home, building a business or saving for things big or small.

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 Dunedin, you will join a supportive team environment

Role Location: This role can be based in Invercargill, Queenstown or Dunedin however the client base is located in the Invercargill Region

Role Type: Permanent, Fulltime

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
  • Credit skills - all residential & commercial excluding development (not business but individual credit) - an asset but not essential
  • 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?

There's something special about being part of ANZ. From the moment you join us, you're part of a team working towards a common goal: improving the financial wellbeing and sustainability of our millions of customers.

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 and community you need to take the next big step in your career, towards even bigger things in the future.

We offer a range of benefits tailored to the countries in which we operate including Health and Wellbeing programs and flexible working arrangements.

You'll also enjoy working in a diverse and inclusive workplace where the different backgrounds, perspectives and life experiences of our people are celebrated. We 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 a disability, let us know how we can provide you with additional support.

To find out more about working at ANZ or to view other opportunities visit

Job Posting End Date

23/05/2024, 11.59pm, (Melbourne Australia)

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