Account & Relationship Management (Banking & Financial Services)
Full time
Our role as the Bank of New Zealand is to help navigate Aotearoa towards a better future, this means working in an energising environment built around our customers to help our communities prosper. If you can imagine a better future, let's find a way!
Here at BNZ we embrace flexible working, have a strong focus on career development and progression, as well as a range of great benefits, including six weeks annual leave.
Our Private Banking Family Office team is based in Auckland providing a seamless, integrated service to our clients, ensuring the continued growth and development of this region.
As a highly regarded and well-networked Private Banker your primary focus will be to develop and manage relationships with Ultra High-Net-Worth Private clients and referral sources. By truly partnering with your clients, you will be able to provide comprehensive wealth solutions that will meet their immediate and future complex banking needs.
Key Focus Areas for this Role:
Developing and managing complex relationships with Ultra High-Net-Worth clients.
Leveraging your strong network to identify and acquire new clients to successfully manage and grow your portfolio.
Maintaining a highly proactive, structured, and well-documented regular call cycle and frequent contact with all clients, prospects, and advocates.
Assisting with the development, coaching, and mentoring of Senior Associates.
Team Culture and Environment:
You will be joining a team of highly motivated individuals, who are inclusive and able to challenge each other respectfully. It is a fast-paced environment, so if you enjoy being busy and working autonomously then you will thrive in this team!
Exciting Aspects of this Opportunity:
The ability to make a real difference in the way BNZ is perceived and step up to the needs of our ultra high-net-worth clients. There is a significant opportunity to further One BNZ and integrate and interact with other channels within BNZ.
Success Metrics for the Candidate:
Success = An engaged client-base, high client satisfaction results, as well as strong personal and professional growth.
Attributes for Success:
We are looking for an experienced banker with strong relationship management skills, ideally with experience in dealing with ultra high-net-worth individuals and their families. You will also be open-minded and inquisitive, with a game-changer attitude, excellent problem-solving skills, and great attention to detail.
Nau Mai ki te Peke o Aotearoa | Come to the Bank of New Zealand
If you're ready to join a supportive team of BNZers who are passionate about the work they do and the results they achieve, then apply now and let's create great together.
Please note applications for this vacancy will close on 5 September 2024.
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