Senior Wealth Office Adviser

Westpac New Zealand • City of Albany, NY

8d • Hybrid

About The Position

Westpac has a strong and trusted brand in the New Zealand market. We are responsible for leading some great innovative banking products and continue to enhance our customers experience with next generation banking. We are looking for suitably qualified and experienced Financial Advisers to join our Wealth Office team based in our Albany office. Working as part of the Wealth Office team, which is Westpac’s investment advice channel, this role will provide advice to high value clients in this region. This is a diverse and challenging role that will give you the opportunity to further develop your financial planning skills, network across a broad segment of customers and establish your reputation in a highly competitive industry. You will take ownership of a set of existing high value customers and will be required to pro-actively liaise with these customers by providing personalised and professional recommendations on a broad range of financial solutions and products. You will be your customers trusted adviser, as well as proactively seeking new business growth from both new and current connections and referral partners.

Requirements

• Strong interest in Investments and in-depth knowledge of the industry
• Proven self-management and strong communication skills and are a confident negotiator
• Hold a current Level 5 qualification
• Exceptional ability to build and maintain strong relationships both over the phone, video conference and in a face-to-face environment
• Have 5 or more years’ experience as a Financial Adviser providing investment advice

Responsibilities

• Provide advice to high value clients
• Pro-actively liaise with customers by providing personalised and professional recommendations on a broad range of financial solutions and products
• Be your customers trusted adviser
• Proactively seek new business growth from both new and current connections and referral partners

Benefits

• 4 weeks standard holiday + 5 additional days of wellbeing leave
• Purchased leave options up to 4 weeks per year
• Banking benefits and insurance discounts
• Career growth – we promote internal capability; we have programmes that recognise star performers
• Market leading superannuation and KiwiSaver options
• Environmental and community care programmes
• Generous parental leave – and top up government paid parental leave
• School holiday subsidy - help you balance work and family during school holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed