Department: NZ Personal Banking Private BankLocation: HastingsKia 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.Mo te turanga - About the roleAs a Private Banker in our Personal Banking Private Bank, this role provides financial advice to assist customers in meeting their financial goals. You will prepare financial plans for clients covering various aspects of personal finance including cash flow management, retirement/investment planning, and risk management to provide a detailed strategy tailored to a client's specific situations & needs.Ka aha to ra e kite ai? - What will your day look like?As a Private Banker, you would have the opportunity to: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 follow up on referrals and develop 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.Ou Pukenga? - 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, focused primarily on 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.Advanced communication, presentation & networking skills.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 matou? - So, why join us?From the moment you join ANZ, you'll be part of a work whanau 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 Maori Strategy called Takiri-A-Rangi. This includes increasing representation of Maori 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 watea 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 ANZ Careers. You can apply for this role by visiting ANZ Careers and searching for reference number 78718.
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