Private Banking Manager
BNZ
Wellington, NZ
8d ago

is seeking a dedicated, passionate Private Banking Manager to join the Private Bank team.

As a highly regarded and well-networked Banker your goal will be to develop and manage relationships with High Net Worth Institutional clients and referral sources.

You will provide high level support and service to our Private Banking Partners and be focused on asset generation (lending) rather than investments.

You will work closely with Private Bankers and Partners across the business and make a meaningful contribution to the future growth of BNZ Partners in Wellington.

Key responsibilities :

  • Manage a portfolio of valuable relationships
  • Meet financial targets by developing, promoting, advising and selling a range of highly tailored and unique solutions
  • Develop and maintain a strong network of market advocates
  • Maintain highly proactive structured regular call cycle and frequent contact with all customers, prospects and advocates to provide and maintain excellent customer service
  • A bit about you :

  • An experienced Lender with the desire to move your career forward
  • An innate drive for developing new business
  • A successful banker with the maturity and credibility to work with senior executives
  • Strong analytical skills
  • Ideally five years in Financial Services
  • Well networked with strong relationship building and communication skills
  • To be successful in this role you'll be tertiary qualified with a solid understanding of banking principles and experience in dealing with high net worth individuals.

    You understand that customer satisfaction drives business, and enjoy building long-term relationships with both the customer and the wider team.

    Important to note - an AFA qualification is not a requirement for this role, therefore should appeal to those who, while already exceptional lenders, have aspirations to move into private banking.

    The Right Opportunity For You

    BNZ was awarded 'Private Bank of The Year New Zealand 2015' by International Banker 2015 Australasia Banking Awards. This prestigious award recognises BNZ's strength and expertise in portfolio management, asset allocation, due diligence, risk management, growth strategies, customer service and innovation.

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