Senior Private Banker – Lead Private Banking Team

About the role

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

Key responsibilities

• Lead, inspire and develop a high‑performing team to achieve strong client, commercial and people outcomes.
• Build, grow and retain a portfolio of high‑value private banking clients through personalised wealth and investment advice.
• Drive business growth and sales performance by managing client relationships and strategic planning.
• Ensure compliance with financial advice, risk and regulatory requirements while maintaining the highest standards of client care.
• Collaborate with internal stakeholders to deliver holistic client solutions and support strategic objectives.
• Navigate change, balancing client outcomes, operational excellence and employee engagement.

Required profile

• Proven leadership experience with a track record of coaching high‑performing teams.
• Exceptional relationship‑management and influencing abilities to build trusted partnerships and identify new business opportunities.
• Strong expertise in financial services and wealth management, including experience delivering personalised financial or investment advice.
• Sound knowledge of advice processes, policies and relevant regulatory frameworks.

Required skills

• CAD accreditation (where applicable).