Senior Wealth Manager - Wellington

ASB Bank


Date: 15 hours ago
City: Wellington, Wellington
Contract type: Full time
Nau mai ki ASB.

Are you a high performing, experienced, and passionate investment adviser looking for your next challenge? If so, we have an incredible opportunity for you to join the ASB Wealth Advisory team as a Senior Wealth Manager.

Te Tūranga | The role:

  • As a Senior Wealth Manager, you'll be based in Wellington, working with our high-net-worth clients across Wellington, Hawke's Bay, Taranaki, and the upper South Island. You'll provide tailored financial advice and deliver exceptional service, building strong relationships and helping clients achieve their goals.
  • You'll be responsible for managing and growing relationships with clients referred through our extensive network of internal stakeholders, as well as proactively engaging with prospective clients.
  • You'll represent ASB as an investment expert and help us continue to grow our reputation as one of New Zealand's leading providers of investment solutions.

Ō pūkenga | About you:

We're looking for someone who has extensive investment advice experience in New Zealand and/or international financial services, with a proven ability to develop new opportunities and provide professional advice. You'll also have a successful track record in building quality relationships with clients and stakeholders at all levels of the business, utilising your strong influencing and negotiation skills to ensure our clients have a superior service experience.

What We Can Offer You

  • Working in an established and collaborative team of Wealth Managers, with the support of Wealth Associates and Paraplanning.
  • An inclusive culture that truly values customers and meaningful work.
  • Competitive remuneration, performance-based incentive, company car, and other benefits commensurate with working at a large financial services company.

It is essential that you hold a minimum of a NZ Certificate in Financial Services (Level 5) and are currently a Financial Adviser (previously AFA) registered on the FSPR, with demonstrable experience in the provision of compliant comprehensive financial advice.

For full details about the role, please see position description in the More Details section.

Te mahi ki ASB | Working for ASB:

In return, you will work for an organisation that places huge importance and focus on its people, where the sky is the limit for development and career opportunities. ASB is committed to fostering a culture that respects your unique contributions and supports your personal and professional growth.

We offer a flexible and supportive work environment with industry leading benefits that include Choice options, Health, Life and Income protection insurance plus several leave and banking benefits.

To serve a diverse community, we need a diverse organisation, so we encourage applicants from all backgrounds who bring different and unique perspectives and thinking styles to add to the culture and performance of our team

Me pēhea te tono | How to apply:

If this role sounds like it might be the one for you then please click "apply"… we'd love to hear from you!
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