Private Bankernew

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’ll manage a set of clients and the delivery of an exceptional client experience across Private Banks balanced objectives. The primary function of the role is to develop trusted client relationships, deepen investment opportunities, and provide holistic support that integrates lending, structuring, and broader banking solutions (including investments where appropriate), 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: Whangarei/Kerikeri 
Work Hours: Full-time

Ka aha tō rā e kite ai? - What will your day look like

As a Private Banker, you will be responsible for:

• • Building the ANZFP business by developing productive relationships with customers and proactively offer advice, products, and services to meet their needs.   
  • Developing and implementing a marketing / sales strategy to promote ANZ products and to increase and retain funds under management (FUM).
  • Providing total client relationship management, including recommendation and introduction of other ANZ professional services      
  • Generating new and maintaining existing client relationships and provide quality, holistic, and well-thought-out advice to clients, and identify any cross-sell opportunities to our referral partners
  • Applying business knowledge and wealth creation strategies to help meet customers' financial goals, calling in specialists where required
  • Ensuring all advice adheres to ANZ policies and procedures for Practicing Certificate Holders and legislative and regulatory frameworks
  • Maintaining current market, CPD, legislative and industry knowledge. 

Ōu Pūkenga? - What will you bring?

To grow and be successful in this role, you will ideally bring the following: 

• Proven track record of experience working with investment clients to deliver investment portfolio solutions and advice, focussed primarily globally diversified asset classes such as shares, bonds, property and infrastructure.
• Financial Advisers Regime – New Zealand Certificate in Financial Services (Level 5) (Investment), or, other approved relevant qualification is required for this role.
• Previous experience in banking with in-depth knowledge of financial markets is preferred.
• Excellent relationship management & sales experience.
• Advanced communication, presentation & networking skills.

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 120187.

Te Rā Ōtinga - Job Posting End Date

14/08/2026, 11.59pm, (NZ)