Private Advisor - Queenstown

Full job description
Fulltime, permanent role - Monday to Friday
Candidates must be based in Queenstown for in-person meetings with clients
Base + 10% Superannuation & banking benefits
Mō te Tūranga – About the role
In this role you will take ownership of a portfolio of high-net-worth clients ensuring you are delivering a professional and exemplary level of service to them. You will be responsible for working with your own Senior Associate, or Associate Banker, fostering an operating rhythm that ensures you are supporting each other to consistently & proactively ensure the aspirations of your clients are always front of mind.
You will be an experienced lender ready to assist your clients with home loan and other borrowing requests. You will understand the full suite of banking products and services that assist our clients in meeting their day-to-day banking requirements. You will have a passion for understanding your client's financial aspirations and will work collaboratively with internal and external stakeholders to work towards achieving those goals.

Ngā mea kia whai angitū ahau? – What do I need to be successful?
Being part of a team where you are valued as an individual, able to put you mark into our customer experiences. With financial benefits for being part of the Private Wealth team, you will also be able to develop so your career can grow as you do.
You will join a team where you can work across boundaries as One Team to lead the market through service excellence and anticipating customer needs.
5+ years’ experience in the banking or finance industry (preferably lending based) that required customer interaction and meeting customer needs
A relevant tertiary qualification preferred
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

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:
12 August 2025