Senior Wealth Officer Adviser
Build something special as demand for wealth advice continues to grow
Mō te Tūranga – About the role
We’re experiencing strong growth in demand for quality financial advice, and we’re looking for an experienced Senior Wealth Adviser to join our Auckland CBD team and establish a new portfolio of valued clients.
This is a unique opportunity for a senior adviser who enjoys building long‑term client relationships, has strong commercial acumen, and is motivated by growing a portfolio supported by a trusted brand, established referral networks, and a collaborative Wealth Office environment.
In this role, you’ll build and grow a portfolio of high‑value clients by tapping into strong inbound demand and trusted referral networks, while delivering comprehensive, client‑centric wealth advice tailored to each person’s goals and life stage. You’ll cultivate deep, enduring relationships that support long‑term outcomes and sustainable portfolio growth, working closely with banking and specialist partners to create a seamless, cohesive client experience. Throughout it all, you’ll uphold the highest standards of professional, regulatory, and risk excellence in every piece of advice you provide.
Ngā mea kia whai angitū ahau? – What do I need to be successful?
To be successful, you’ll bring:
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:
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:
10 May 2026