Private Adviser

Posted 8 Days Ago
Be an Early Applicant
Hiring Remotely in Square, Newry Mourne and Down, Northern Ireland, GBR
Remote
Senior level
Fintech • Financial Services
The Role
Manage high-net-worth client relationships, providing residential lending and complex borrowing solutions alongside banking, investment, and wealth services. Understand clients’ financial goals, coordinate with internal specialists, interpret financial statements, and deliver tailored short- and long-term wealth solutions. Identify market opportunities, maintain strong client networks, and work closely with a Private Associate or Senior Private Associate to support exceptional customer outcomes.
Summary Generated by Built In
  • Monday to Friday
  • Based at Takutai Square | Britomart, Auckland CBD
  • Base + 10% Superannuation & banking benefits

Mō te Tūranga – About the role

You will bring strong lending expertise and be confident supporting clients with residential lending and more complex borrowing requirements. You'll draw on your understanding of the broader Private Wealth proposition, including banking, lending, investments and wealth solutions, to deliver exceptional outcomes for high-net-worth clients and their families. You will work with your own Private Associate/Senior Private Associate, fostering an operating rhythm that ensures you are supporting each other to meet your client’s needs.      
 

 Within the role, you will take a holistic approach to understanding your clients' financial goals, helping them build, manage, protect and grow their wealth over time. Working closely with specialists across Westpac, you will deliver tailored solutions that support both their immediate banking needs and long-term aspirations.
 

You will join a team where you are valued as an individual and able to put you mark onto your customer experiences. With financial benefits for being part of the Westpac team, you will also be able to develop so your career can grow as you do.

Ngā mea kia whai angitū ahau? – What do I need to be successful?

  • 5+ years' experience in banking, private banking, wealth management, financial services, or relationship banking, with strong experience in lending and customer relationship management
  • A relevant tertiary qualification preferred. Level 5 Financial Services Qualification required or open to obtaining.
  • Ability to interpret and translate technical material Including financial statements.
  • A customer centric attitude.
  • Outstanding interpersonal and communication skills as well as networking abilities both internally and externally.
  • Demonstrated a strong in market approach with a proven ability to identify opportunities.

Westpac Hei Wāhi Mahi – Working at Westpac

At Westpac, our mission is to have New Zealand’s best professionals, to be recognised as a place where talent is developed to its fullest potential and where aspiring and current employees see Westpac as one of THE places to work. Along with this, we offer a range of benefits including:

  • 4 weeks standard holiday + 5 additional days of wellbeing leave
  • Purchased leave options up to 4 weeks per year
  • Banking benefits and insurance discounts
  • Career growth – we promote internal capability; we have programmes that recognise star performers
  • Market leading superannuation and KiwiSaver options
  • Environmental and community care programmes
  • Generous parental leave – and top up government paid parental leave
  • School holiday subsidy - help you balance work and family during school holidays
     

Ko mātou tēnei | Our Organisation
At Westpac, we’re working together to build a fairer and stronger New Zealand for our people, customers, and communities. For over 160 years we’ve been driven by our purpose to Create Better Futures Together.

What makes us unique are the incredible people we’re lucky enough to have walk through our doors every day. The giant ‘W’ on our building doesn’t just stand for Westpac – it says, double you. We’re a place that values, rewards and recognises individuality. Where you can be your whole self, your true self, and your best self. We’re recognised as a place where talent is developed, where passions are fuelled and where ambitions of all shapes and sizes thrive. And it all starts with you!

Tono mai ināianei! | Apply Now!

Apply today with your CV and Cover Letter. 

The people of Aotearoa, New Zealand hail from many cultures and backgrounds. At Westpac New Zealand, we draw on this enormous talent pool to cultivate a team rich in ability and empowered to reach its full potential. Our aim is to be brave challengers, celebrating our differences and relentlessly advocating for our customers. It starts with us – we believe that when we care deeply and do our best for our people, they’ll do their best for our customers. We encourage people from all walks of life to apply, including those who are neurodiverse, have chronic health conditions or disabilities – your attitude and passion are as important to us as your experience, qualifications and capabilities. 

Mahi tahi tātou, kaha ake tātou | Together Greater

Applications close:

10 September 2026

Skills Required

  • 5+ years of experience in banking, private banking, wealth management, financial services, or relationship banking
  • Strong experience in lending and customer relationship management
  • Level 5 Financial Services Qualification, or willingness to obtain it
  • Relevant tertiary qualification
  • Ability to interpret and translate technical material, including financial statements
  • Customer-centric attitude
  • Outstanding interpersonal, communication, and networking skills
  • Proven ability to identify market opportunities

Westpac Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Westpac and has not been reviewed or approved by Westpac.

  • Leave & Time Off Breadth Extensive paid and unpaid leave options span wellbeing leave, Culture/Lifestyle/Wellbeing days, purchased leave up to 12 weeks, career breaks, and various specialized leaves. This breadth supports work-life balance and accommodates a wide range of personal circumstances.
  • Parental & Family Support Parental provisions include 16 weeks full pay (or 32 at half pay) for primary carers, four weeks for support carers, and continued superannuation during unpaid parental leave. Additional supports cover domestic and family violence leave, Family Pathways leave, and grandparental leave.
  • Wellbeing & Lifestyle Benefits Wellbeing resources include counselling and coaching services, workplace mental health training, free nutrition advice, and health insurance access with pre‑existing conditions covered if joined promptly. Financial and lifestyle perks include banking discounts for employees and families and the myDiscounts program.

Westpac Insights

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The Company
HQ: Suwŏn
16,000 Employees
Year Founded: 1817

What We Do

Westpac is Australia’s oldest bank and company, one of four major banking organisations in Australia and one of the largest banks in New Zealand. We provide a broad range of banking and financial services in these markets, including consumer, business and institutional banking and wealth management services. We also have offices in key financial centres around the world including London, New York, Hong Kong and Singapore. Westpac Group's portfolio of financial services brands and businesses is focused on our vision, which is "To be one of the world’s great service companies, helping our customers, communities and people to prosper and grow.”

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