Senior Private Banker

About the role

The Senior Private Banker will lead a team of Private Bankers, Investment Advisers and Associates while managing a portfolio of high‑value clients. Based in Auckland, the role focuses on delivering tailored wealth and investment solutions that meet each client’s long‑term objectives.

Key responsibilities

• Lead and inspire a high‑performing team to achieve strong client, commercial and people outcomes.
• Build, grow and retain a portfolio of high‑value private banking clients.
• Drive business growth and sales performance through effective relationship management and strategic planning.
• Coach and develop team capability, providing feedback and support.
• Ensure compliance with financial advice, risk and regulatory requirements.
• Partner with internal stakeholders to deliver holistic client solutions.
• Navigate change while balancing client outcomes, operational excellence and employee engagement.

Required profile

• Proven leadership experience with a track record of coaching high‑performing teams.
• Qualified Financial Advisor – Investment strand.
• Exceptional relationship management and influencing skills.
• Strong expertise in financial services and wealth management.
• Demonstrated ability to convert opportunities into sustainable business growth.

Required skills

• Qualified Financial Advisor – Investment strand.
• CAD accreditation (where applicable).
• Advanced relationship management and influencing abilities.