Private Banker

Ko Mātou – About Us Kia 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. Mō te tūranga - About the role As a Private Banker, you will manage a portfolio of clients and deliver an exceptional client experience while balancing the objectives of Private Banking. You will build strong client relationships, develop professional networks, gain a deep understanding of each client's financial needs across investments, and everyday banking, and provide tailored solutions and advice in line with approved strategies and policies. Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours. Role Type: Permanent Role Location: Auckland Work Hours: Standard, 37.5 hours per week Ka aha tō rā e kite ai? - What will your day look like? As a Private Banker, you will: Manage a portfolio of clients, understanding their financial goals, needs, and risk profile. Build trusted client relationships and deliver tailored banking, and investment solutions. Develop and execute client plans to drive client satisfaction, retention, and growth. Identify and contribute to business development and continuous improvement opportunities. Build new client relationships aligned to the Private Bank growth strategy and maintain a strong professional profile in the community. Conduct regular client reviews to ensure advice remains relevant and effective. Maintain current knowledge of products, markets, and regulatory requirements while ensuring compliance with ANZ risk and accreditation standards. Build strong internal and external networks to enhance client outcomes and promote Private Client Services and digital banking solutions. Coach and support Associates, role model ANZ values, and commit to continuous learning and professional development. Ōu Pūkenga? - What will you bring? To grow and be successful in this role, you will ideally bring: Relevant Financial Adviser qualifications (NZ Certificate in Financial Services Level 5 or equivalent approved qualification). Proven ability to build strong client relationships and develop professional, intermediary, community, and internal networks. Excellent communication skills, with the ability to tailor advice and solutions to meet diverse client needs. Sound judgement, commercial acumen, and confidence in delivering advice across banking, and investment needs. A resilient, growth-oriented mindset with the flexibility to adapt in a changing environment. Strong self-management skills and a commitment to continuous learning and professional development. You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you. He aha te take e uru ai koe ki a mātou? - So, why join us? From the moment you join ANZ, you'll be part of a work whānau 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 Māori Strategy called Tākiri-Ā-Rangi. This includes increasing representation of Māori 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 wātea 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 https://www.anz.co.nz/careers/ .You can apply for this role by visiting ANZ Careers and searching for reference number 125952. Te Rā Ōtinga - Job Posting End Date 03/11/2026, 11.59pm, (NZ)