Wealth Management Associate Adviser
Auckland, NZ
1d ago

The Role

A Wealth Management Associate Adviser is required to join an existing Adviser team. As part of the team, the successful candidate will be responsible for implementation of agreed investment strategies, monitoring portfolios on a regular basis, reporting and placing orders directly into trading systems.

The role requires an understanding of wealth management practices and investment strategies. This is a challenging, exciting and diverse position, which would be suitable to someone who has experience within the financial markets and a relevant degree qualification.

Some of the role requirements are :

  • Ability to develop an exceptional understanding of the wealth management process, and related products and services
  • Implementing agreed investment strategies and monitoring asset allocation
  • Placing client trades into trading systems and following up to ensure delivery
  • Managing investment transition and transactions for new clients
  • Managing client related queries and client portfolio reporting
  • Working together as part of a team, with a proactive approach
  • About You

    We are looking for an Associate Adviser with excellent interpersonal skills, attention to detail and a commitment to the highest standards of services to our clients.

  • We are looking for the following skills;
  • Financial Services experience and industry qualifications, a relevant degree qualification in a related field (investment, finance, law, accounting, economics) is required
  • Excellent relationship building skills and ability to understand people
  • Outstanding communication and time management skills
  • High level of accuracy and attention to detail, with ability to self-manage
  • Superior client service approach
  • Problem solving skills
  • Up to date Regulatory / Compliance and AML knowledge in accordance with Jarden policies and procedures and industry standards
  • In return we can offer you a great company and team culture within our fast-growing firm, and exciting long-term career prospects.

    To pursue this opportunity please apply with a cover letter and CV. You must currently live and have the right to work in New Zealand.

    Report this job

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Application form