Jake Nicholson Email & Phone Number

BNZ’s Private Bank exclusively serves High Net-Worth customers, providing boutique investment and lending offers. As a Senior Associate, my role encompasses 3 main pillars: Investment/Wealth management, Lending/Credit, and Relationship Management. Leaning on my multiple years of experience with BNZ and my Bachelor of Commerce with a double major in Finance and Management, I aim to provide New Zealanders with a pathway to their personal and financial goals. Competitive in nature, I am a professional who strives for excellence in all endeavours. I am known by my colleagues for my inquisitive disposition and proactive approach. As an authentic people-person, my interpersonal skills drive my ability to thrive in a client-based environment. These communication skills are balanced by my numerical competence, providing me with a strong framework for working with numbers, banking facilities, and financial analysis.In addition to my BCom, I am GFIN qualified by FINSIA, providing further depth to my lending competence. Additionally, I have attained the Moody’s Analytics Small Business Lending qualification which has developed my corporate lending capability. I also have experience with Excel, AML/CFT, and the Microsoft Suite.