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Private Banker Job Details | ANZ Banking Group Limited

Auckland, NZ
Competitive Salary
Closing date
Jun 25, 2024

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Job Role
Contract Type
Full Time
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

As a Private Banker in our Private Banking & Wealth team - this role is responsible for providing high net wealth clients with tailored advice to manage, grow and preserve their assets. These positions foster one to one relationships with clients and require capabilities in relationship management and extensive personal banking knowledge.

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 Location: Tāmaki Makaurau - Auckland

Role Type: Permanent / Full-time

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

As a Private Banker, you will be responsible for the management, growth and retention of a set of Private Bank clients. Your role will build a thorough understanding of each client's financial requirements and understand your clients' needs and risk profile to ensure positive customer outcomes.

You will 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. It is important for you to collaborate with key stakeholders and colleagues to ensure your client's service experience is consistent across the bank and service to highest level.

Ōu Pūkenga? - What will you bring?

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

• Excellent Relationship management & business development experience
• Advanced communication, presentation & networking skills
• Financial Advisers Regime - Authorised Financial Adviser required qualification (set standards within National Certificate in Financial Services Level 5, or other approved relevant qualification)

• Previous experience in banking (5+yrs) with in depth knowledge of financial markets
• Knowledge of transactional banking, commercial lending and judgmental credit process
• Demonstrated experience as a trusted relationship banker who is able to represent clients' interests and evolving needs
• Excellent organisational and time management skills is required
• Strong focus on compliance, attention to detail & flawless execution is required

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.

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 whänau 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. 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 wätea 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 can apply for this role by visiting ANZ Careers and searching for reference number 69626.

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