Private Advisor – Auckland
Auckland City, AUK
3d ago
source : ExploreJobs

Auckland City, AucklandPrivate Advisor - Auckland - AUC09179Private AdvisorLead Westpac Private Wealth's growth strategy in targeted sectors, while also managing, retaining, and growing a portfolio of high net worth Private Bank clients Westpac on Takutai Square, AucklandFull Time, Permanent 37.

5 hours a weekPrivate Wealth ManagementHow will I help?This is an exciting opportunity to lead Private Wealth's growth strategy in our desired sectors, developing and executing on a plan to grow our client base in these sectors.

You will be relentless in proactively connecting with key influencers to promote PWM's proposition to potential new clients and will work collaboratively with the Private Adviser and Private Consultant team in Auckland to 'open doors' and provide opportunities to the wider team.

At the same time you will take ownership for your own portfolio of high net worth clients ensuring you are delivering an individualised and personalised service to them.

You will be responsible for working with your own Private Consultant, fostering an operating rhythm that ensures you are supporting each other to meet your client’s needs.

Your colleagues will value your positivity and contribution to the wider team, and you will quickly develop networks with key growth sector influencers, as well as key internal stakeholders.

The Credit Risk and the Compliance teams will work with you to meet your obligations to the highest standards and your clients will know you as a proactive trusted advisor.

What do I need?A passion for being 'in market' and identifying opportunities for yourself and your colleagues.AFA qualified (or to work toward an AFA qualification)5 years’ Banking and Lending experienceProven networking abilities and history of collaborating across internal stakeholdersOutstanding interpersonal and communication skillsA passion for working within a team to meet its business objectivesHighly developed influencing and negotiating skillsWhat is it like to work there?

We are passionate about people and take pride in building teams that reflect the diversity in our communities. From day one, we will invest in your growth and empower you to take ownership of your ongoing learning and development.

As well as immersing yourself in a supportive team environment, you’ll be offered some of the best banking, wealth and insurance benefits in the market, gain access to a suite of online learning modules and career planning tools to grow with us, as well as our industry-leading superannuation programme and fantastic staff banking package.

Next StepsApply with today with your CV and Cover Letter through the link on this page.For more information, please get in touch with tasha.

patel note : we are happy to answer your questions but we do not accept applications by email.TPJob : Private Banking AdvisorPrimary Location : Auckland RegionEmployee Status : PermanentSchedule : Full-timePosting Date : 13 / 02 / 2020, 6 : 21 : 19 PMClosing Date : 23 / 02 / 2020, 4 : 59 : 00 AM

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