Private Adviser
Based in New Zealand
Core
Support high-net-worth clients with residential lending and complex borrowing requirements while delivering tailored wealth solutions.
Role type
Private Adviser (Relationship Banking)
Builds
Residential loans, complex borrowing structures, and integrated wealth solutions for private clients.
Domain
Banking / Private Wealth / Lending
Deliverable
client delivery
Required skills
lending expertise, customer relationship management, financial statement interpretation, market opportunity identification
Preferred skills
Level 5 Financial Services Qualification, tertiary qualification
Technologies
N/A
Responsibilities
Support clients with residential lending and complex borrowing needs; deliver tailored solutions for immediate banking and long-term wealth goals; collaborate with Private Associates to meet client needs.
Seniority
Mid-Senior, hands-on IC