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Nab1 week ago

Private Wealth Adviser

On-site · Nelson, Nelson Region, New Zealand

Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Large

Job Summary

Private Wealth Adviser role within BNZ Private Bank servicing high-net-worth clients across the Nelson and Marlborough region. Key responsibilities include building and maintaining client relationships, growing the client-base with a focus on funds under advice and managing transactional banking and cash management strategies, offering highly personalised advice and solutions using BNZ products while upholding professional and compliant standards, and actively strengthening internal and external relationships to support the BNZ brand. Ideal candidate brings 2+ years as a Financial Adviser, strong knowledge of banking, lending and risk management, excellent stakeholder/relationship management, client-focused service orientation, ability to identify/address complex client needs, and existing networking in the area. Minimum qualification required is the New Zealand Certificate in Financial Services (Level 5) (Investment). The role emphasizes autonomous work in a fast-paced team environment with a culture of inclusivity and potential for growth. Closing date is 17 June 2026; applications encouraged from those ready to contribute to clients’ wealth journeys and BNZ’s purpose to serve customers well.

Required Qualifications

  • New Zealand Certificate in Financial Services (Level 5) (Investment)
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Nab

Private Wealth Adviser

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