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- Investments, you will manage a portfolio of high-value clients, providing personalised financial advice and building strong, long-term relationships. You’ll be responsible for delivering a seamless client experience by developing strategic investment plans, understanding individual client goals, and connecting them with solutions that align with their broader financial needs.

This role is key in driving both client satisfaction and business growth, while ensuring all services are delivered within ANZ’s compliance and risk frameworks.

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 Type: Permanent | Full-time
Role Location: Christchurch | Ōtautahi      

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

As a Private Banker - Investments, you will:

• Develop and implement strategic client plans centred around each client’s preferences, goals, and potential growth opportunities.
• Actively manage a set of clients by gaining a deep understanding of their financial position, needs, and risk profile.
• Deliver tailored advice and recommend appropriate strategies to support retention, satisfaction, and long-term value.
• Keep up-to-date with ANZ’s full suite of banking, investment, and lending products as well as offerings from approved external providers.
• Stay current with internal processes, policy changes, and legislative updates, ensuring adherence to KnowHow and compliance requirements.
• Remain informed on the economic and financial market landscape, market movements, and competitor activity to support informed decision-making.
• Ensure all accreditations (including Financial Adviser) are current and applied in line with regulatory and policy requirements.
• Conduct annual client reviews to ensure all advice remains aligned with evolving client needs.
• Foster collaborative relationships across business units and external networks to deliver value-adding solutions.
• Mentor and guide Associates, supporting their development in advice and client service delivery.
• Contribute to business development initiatives and identify opportunities for continuous improvement.
• Proactively build new client relationships aligned with the Private Bank’s strategic growth goals.
• Build and maintain a credible professional profile within the community.
• Manage and regularly update your own Personal Development Plan.
• Promote and support clients in using Private Client Services and self-service banking options.
• Actively model and embed ANZ’s values and purpose in everything you do.

Ōu Pūkenga? - What will you bring?

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

• Strong professional reputation and presence within your local or industry community.
• Tertiary qualifications in a financial discipline.
• An inquisitive mindset with a genuine interest in financial markets, investment products, and client outcomes.
• Financial Adviser accreditation (e.g. National Certificate in Financial Services Level 5 or another relevant qualification as per industry standards).

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 100842.

Te Rā Ōtinga - Job Posting End Date

14/08/2025 , 11.59pm, (Melbourne Australia)