Partner - Family Office
- Recruiter
- BNZ
- Location
- Auckland, New Zealand
- Salary
- Competitive
- Posted
- 20 May 2019
- Closes
- 11 Jun 2019
- Ref
- 5868590
- Job role
- Accountant
- Sector
- Accounting - Public practice
Creating great together
We're re imagining banking for our customers, helping them be good with money so they can do great things with it. Whether it's individuals, small businesses or large institutions, we believe in finding innovative solutions that will help shape the future of New Zealand.
Our Auckland BNZ team provide a seamless, integrated service to our clients, ensuring the continued growth and development of this region. Engaging with both our Consumer and Wealth teams as well as our Partners network you are empowered to make decisions at a local level to meet the needs of your clients and help build success in your community.
About the role
The BNZ Family Office caters specifically for the needs of our wealthiest and most successful families. We are seeking an exceptional and forward thinking Private Banker to join our award-winning team based in Auckland CBD. As a highly regarded and well-networked Private Banker you will work with a small exclusive group of clients. Your primary focus will be to develop and manage relationships with high net worth clients. You will partner with your clients and provide comprehensive wealth solutions that will meet their immediate and future complex banking needs.
Key responsibilities include the following:
About you:
Working flexibly at BNZ
Respecting differences and supporting different ways of working is just part of what makes BNZ a great place to work. We have a variety of flexible working arrangements for all BNZers to allow us to be our best inside and outside of work, while still delivering for our customers. Talk to us about how we can make this role work for you.
Next steps
Want to be part of enabling a high achieving New Zealand? Apply now!
If you would like to know more about Life at BNZ and how you can help re imagine banking for our customers, please visit www.bnzcareers.co.nz or click the 'apply now' button to submit your confidential application.
Applications close Thursday, 23 May 2019.
We're re imagining banking for our customers, helping them be good with money so they can do great things with it. Whether it's individuals, small businesses or large institutions, we believe in finding innovative solutions that will help shape the future of New Zealand.
Our Auckland BNZ team provide a seamless, integrated service to our clients, ensuring the continued growth and development of this region. Engaging with both our Consumer and Wealth teams as well as our Partners network you are empowered to make decisions at a local level to meet the needs of your clients and help build success in your community.
About the role
The BNZ Family Office caters specifically for the needs of our wealthiest and most successful families. We are seeking an exceptional and forward thinking Private Banker to join our award-winning team based in Auckland CBD. As a highly regarded and well-networked Private Banker you will work with a small exclusive group of clients. Your primary focus will be to develop and manage relationships with high net worth clients. You will partner with your clients and provide comprehensive wealth solutions that will meet their immediate and future complex banking needs.
Key responsibilities include the following:
- Relationship management of Private Bank clients and satisfying their complex financial requirements
- Effective delivery of a market-leading product and service offering
- Active business acquisition, whilst satisfying stakeholder requirements
- Providing holistic financial advice on client portfolios and products
- Providing advice on all aspects of financial planning, investments, lending and foreign currency.
About you:
- AFA qualified - essential
- Financial Adviser/ Private Banker with strong investment and wealth management knowledge
- Strong relationship skills and experience in dealing with high net worth individuals and their families
- Strong analytical skills
- Previous experience on advising on both lending and investments
Working flexibly at BNZ
Respecting differences and supporting different ways of working is just part of what makes BNZ a great place to work. We have a variety of flexible working arrangements for all BNZers to allow us to be our best inside and outside of work, while still delivering for our customers. Talk to us about how we can make this role work for you.
Next steps
Want to be part of enabling a high achieving New Zealand? Apply now!
If you would like to know more about Life at BNZ and how you can help re imagine banking for our customers, please visit www.bnzcareers.co.nz or click the 'apply now' button to submit your confidential application.
Applications close Thursday, 23 May 2019.