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Wealth Manager Lead - Private Banking Wealth & Insurance

ASB Bank - Wikipedia

Wealth Manager Lead - Private Banking Wealth and Insurance 

At ASB we live and breathe our values. We believe the customer is at the heart of everything we do as a bank.  Our Wealth Advisory teams are passionate about providing customers with detailed, personalised advice and tailored investment solutions in order to help them accelerate their financial progress.

We have an exciting opportunity for a Wealth Manager Lead to join our Wealth Advisory Distribution team to work closely with the Regional Manager to lead, drive and motivate a pod of Wealth Managers.

On a daily basis you will be responsible for the following:

  • Supporting Wealth Managers to deliver customer acquisition, retention strategies within customer segment.
  • Provide and lead effective coaching, training & development of the pod to deliver world class interactions and service to our customers.
  • Provide personalised financial advice to new and existing ASB customers via our advice processes
  • Proactively source new business opportunity both internally & externally
  • Engage with internal business partners to drive and foster our value proposition, influencing a referral culture

Success will come from your experience in NZ or international financial planning or wealth industry experience along with your ability to manage and retain a portfolio of Wealth customers. Your proven success engaging and building quality relationships with both customers and stakeholders at all levels of the business. Your strong influencing and negotiating skills will ensure you successfully create an unbeatable service experience for our customers through promoting excellent in all customer interactions.

It is essential that you have had 3+ years as an Authorised Financial Adviser (AFA) and hold a current Level 5 Certificate in Financial Services and/or FSCE19.

As part of our commitment to diversity & inclusion, we cultivate a flexible and supportive work environment that meets the needs of our people and our business. We welcome applications for this role from candidates seeking flexible working arrangements.

Please register your interest for this role via our online channel. For further information please see attached position description. 


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