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Investment Private Banker

Investment Private Banker

Req ID:  85534
Department:  NZ Personal Banking Private Bank
Division:  New Zealand
Location:  Auckland

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

ANZ Private works with high-value individuals and families supporting them to protect, manage and grow their wealth, by providing timely insights and solutions in the moments that matter most. Our specialist bankers and advisers provide our clients with a personalised relationship and holistic solutions tailored to their values, aspirations, needs and concerns.

 

As an Investment Private Banker in our Private Banking division, you’ll play a key role in supporting our vision to be the partner of choice for high-value customers, and to be recognised by our clients, people and stakeholders as integral to their success. Your talent for building trusted relationships with clients, passion for enhancing the financial wellbeing of communities and whānau, and your ability to thrive in a people-first environment will be instrumental in your success as you embrace this exciting opportunity to establish a meaningful career in the Investment Banking space.

 

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: Auckland

Role Type: Permanent, Fulltime

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

As an Investment Private Banker, you will:

  • Deliver exceptional service to a diverse set of high-value clients, ensuring their needs and objectives are well-balanced

  • Foster client relationships and networks by understanding their unique financial requirements and offering tailored advice on products and services

  • Develop and implement client plans that align with their preferred ways of operating, guiding them towards financial success

  • Recommend and execute appropriate investment strategies with a focus on achieving high client satisfaction

  • Listen to, respect, and value our clients, gaining a deeper understanding of their diverse needs and aspirations

  • Build meaningful relationships with colleagues across various business units to enhance the value provided to your clients

  • Provide coaching and guidance to Associates on advice and client experience, supporting their professional development

  • Seek opportunities to establish new client relationships and expand your portfolio

  • Role model and embed ANZ’s values and purpose within the team fostering an inclusive and supportive environment for everyone

Ōu Pūkenga? - What will you bring?

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

  • Proven experience in building genuine connections and relationships with clients in a professional setting

  • Ability to build trust and influence others

  • Effective communication skills, with the ability to tailor your style to meet the diverse needs of your clients

  • Resilience and a growth mindset, with the ability to embrace challenges and adapt your approach

  • An inquisitive mindset with a keen interest in investment products and financial markets

  • A passion for helping others success and enhancing the wellbeing of your community in various ways

  • Ability to effectively build networks across both internal and external stakeholders

  • Previous experience in a banking or sales environment could be helpful, but not essential

 

A current Financial Adviser qualification would be beneficial for this role, however it is more important to us to find someone who is community-driven with strong values. For the right person, we will support you on a journey of personal and professional development, including obtaining the relevant certificates to be successful in this environment long term

 

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 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 85534.

Te Rā Ōtinga - Job Posting End Date

06/02/2025 , 11.59pm, (Melbourne Australia)

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