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Manager – Virtual Wealth Advice
Westpac New Zealand. Lead, coach and develop a team of Virtual Wealth Advisers, Consultants and Cadets .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in financial advice and wealth management, with a focus on building high-performing teams and optimizing digital service delivery. Proficient in managing customer interactions and ensuring compliance with investment product regulations.
Highest-signal resume keywords
Leadership Experience In Financial AdviceInvestment Financial Adviser QualificationUnderstanding Of KiwiSaver And Regulatory RequirementsDigital Service-Delivery Model ExperienceStrong People Leadership And Coaching Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AdviceWealth ManagementInvestment ProductsPerformance ManagementCustomer Experience OptimizationChange ManagementVirtual Advice Channel DevelopmentProduct ProcessingService Level ManagementWorkflow Optimization
Soft Skills
CoachingRelationship ManagementWritten CommunicationVerbal CommunicationCustomer Focus
Tools & Technologies
Microsoft Power BIMicrosoft OutlookMicrosoft TeamsWestpac Systems
Certifications & Qualifications
Relevant Financial Adviser Qualification
Industry Keywords
KiwiSaverFinancial Advice RegulationsVirtual Wealth AdvisersCustomer-Centered ApproachHigh-Volume Service-Focused Team
About the role
Key responsibilities & impact- Lead, coach and develop a team of Virtual Wealth Advisers, Consultants and Cadets
- Build a high-performing, digitally capable team with clear expectations, success measures and operating rhythms
- Oversee high-quality financial advice through telephone and video-based customer interactions
- Embed a customer-centred approach aligned with each customer’s goals
- Maintain consistent standards across customer interactions, advice quality and the virtual experience
- Manage performance across advice volumes, customer contact service levels, turnaround times and customer experience measures
- Optimise workflows across telephone, video and digital channels
- Oversee end-to-end support services, including product processing and post-advice activity
- Lead implementation and ongoing management of the Wealth Office cadet programme
- Build partnerships across Wealth Office leadership, Product, Risk and Operations
- Shape and lead a new virtual advice channel for New Zealand customers
- Support Active Series and KiwiSaver advice obligations and prepare the channel for future digital and robo-advice capabilities
Requirements
What you’ll need- Proven leadership experience within financial advice, or wealth management
- Experience as an investment Financial Adviser and hold a relevant qualification
- Strong understanding of investment products, KiwiSaver and the regulatory requirements applying to financial advice
- Experience with digital or virtual service-delivery models
- Strong people leadership, coaching and relationship-management capability
- Ability to establish clear performance expectations and lead a high-volume, service-focused team
- Confidence leading change and embedding new ways of working
- Strong written and verbal communication skills
- Digital confidence and proficiency across Microsoft tools, including Power BI, Outlook and Teams
- Genuine customer focus and commitment to making financial advice easier to access
- Experience with Westpac systems and processes would be advantageous
Benefits
Comp & perks- 4 weeks standard holiday + 5 additional days of wellbeing leave
- Purchased leave options up to 4 weeks per year
- Banking benefits and insurance discounts
- Career growth – we promote internal capability; we have programmes that recognise star performers
- Market leading superannuation and KiwiSaver options
- Environmental and community care programmes
- Generous parental leave – and top up government paid parental leave
- School holiday subsidy - help you balance work and family during school holidays