OverviewExecutive Wealth Manager – Auckland at ASB Bank.
Are you a high-performing, experienced, and passionate investment adviser looking for your next challenge?
This role supports high-net-worth clients across Auckland's North Shore and Northland regions, delivering tailored, compliant financial advice through ASB's Wealth advice process.ResponsibilitiesDeliver tailored, compliant financial advice to new and existing ASB clients.Guide clients through the Wealth advice process and recommend solutions aligned with client goals and aspirations.Proactively seek opportunities to grow your client base—internally and externally.Collaborate closely with Private Banking, Commercial & Corporate Banking, and other key partners.Act as a trusted adviser, identifying opportunities for other business units and introducing the right specialists to meet client needs.Foster a referral culture and support the wealth value proposition across the business.About you / QualificationsExtensive experience in investment advice within New Zealand and / or international financial services.A proven track record of building and retaining relationships with high-net-worth clients.Strong influencing, negotiation, and communication skills across all levels.Registration as a Financial Adviser (previously AFA) on the FSPR.NZ Certificate in Financial Services (Level 5) or equivalent.
Additional qualifications such as a Graduate Diploma or globally recognised financial planning credentials are highly valued.Working for ASBAt ASB, we're committed to accelerating financial progress for all New Zealanders.
We place significant importance on our people, offering a flexible and supportive work environment where development and career aspirations are valued.
You'll be part of an established and collaborative team of Wealth Managers, supported by Wealth Associates and Paraplanning.
We offer competitive remuneration, performance-based incentives, a company car, and industry-leading benefits including health, life and income protection insurance, and a range of leave and banking benefits.
We welcome applications from candidates seeking flexible working arrangements and foster a culture that respects your unique contributions.How to applyIf this sounds like your next move, click "apply"—we'd love to hear from you!
Please note : Successful candidates will be required to undertake several pre-employment checks including Police Check, Credit Check, AML Compliance, and qualification verification.
These may include checks both in New Zealand and overseas.
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Executive Wealth Manager Auckland • Auckland, New Zealand