BNZ
Financial Services
PrivateWealthAdviser
“Private Wealth Adviser at BNZ. Skills: Client relationship management, Wealth advisory, New business acquisition. Build and maintain client relationships. Grow Private Bank client-base”
What You'll Achieve.
Engaged client-base; High client satisfaction results; Personal growth; Professional growth
Industry & Context.
Problem-solving skills
What They're Looking For.
Must Have
2 years’ experience as Financial Adviser, New Zealand Certificate in Financial Services (Level 5) (Investment)
Nice to Have
Experience working with high-net-worth clients, Relationships and networking abilities in the area
What You'll Do.
Build and maintain client relationships
Grow Private Bank client-base
Manage clients' transactional banking
Manage cash management strategies
Provide personalised advice
Recommend BNZ products
Maintain professional standards
Maintain compliant standards
Build internal relationships
Build external relationships
Support BNZ brand in market
How You'll Work.
Team & Collaboration
Internal relationships; External relationships
Applying for this Private Wealth Adviser role?
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ANONYMOUS · UNFILTERED
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