Category: Banking
Job Title: Manager AFA Advice, BNZ Wealth and Private Bank
Location: Auckland
Start Date:
Manager AFA Advice, BNZ Wealth and Private Bank.
- Looking to make a difference?
Then BNZ Wealth and Private Bank has an exciting opportunity for you:
- Be part of shaping the future of Wealth Management and Private Banking for the Bank of New Zealand
- Part of the leadership team, create and execute strategy
- Ability to influence at all levels and add value around new initiatives
- Progress your career in an experienced team
- Exposure to the key influencers in NZ.
The BNZ Wealth and Private Bank team is one of the best kept secrets in New Zealand. We build strong and long lasting relationships with our clients and their families based on trust, quality advice and expertise.
Reporting directly to the Head of Wealth and Private Bank, Manager AFA Advice is a critical role within BNZ's Wealth and Private Bank's leadership team, focused on ensuring BNZ continues to deliver the highest quality advice to its clients. In this role you will work with multiple business units in the ongoing development of the Bank's financial advice framework whilst also ensuring continued compliance with the requirements of the Financial Advisers Act. This is a unique opportunity to create and execute advice strategy, working closely with both frontline and senior leaders across BNZ's Partners and Retail business units.
Key responsibilities include:
- Ensure ongoing compliance with AFA obligations for internal & external compliance standards
- Manage strategic change to the advice process to comply with FAA and AFA for front line staff
- Create standardised reporting to improve skill and training across Private banking
- Lead development of AFA skill and competence
- Assist Sector Partners and their sales teams in business development, coaching, training and enhancing the business sales function
- This role will be a senior representative of Wealth and Private Bank team within BNZ whilst simultaneously providing support and leadership to Partner's Retail and Agribusiness AFAs.
Who we are looking for:
- Ideally five year plus experience in the wealth management industry preferably as part of a large corporate
- Extensive comprehensive and practical application of the Financial Advisers Act, Code and Regulations
- Highly developed communication, influencing and negotiating skills
- Ability to build and maintain strong relationships across varied stakeholders and channels
- Project and change management experience
- Tertiary qualification in business related discipline
- AFA qualification essential
- Certificate in Financial Planning is preferred.
To succeed in this role - you'll find your natural ability to educate, influence and build relationships, plus a passion for empowering our frontline is essential.
If you're ready to work for the bank that is shaping the future of Wealth and Private Banking in New Zealand, apply now.
For more information and to submit your confidential application, please click apply or visit www.bnzcareers.co.nz and enter the job code 85083GR.
Applications close 1 November 2012.