Craigs Investment Partners (CIP) Tauranga Branch. This includes a team of 19 successful Investment Advisers who report directly to the Branch Manager, along with our team of Private Wealth Associates.
This is a commercially focused position that requires somebody to see the bigger picture, understand the key issues and with the drive and energy to lead a large team.
We need someone who is a confident and experienced people manager with strong leadership, communication and negotiation skills.
Key areas of the role : Day to day operational management of the Tauranga branch’s Investment Advisers and Private Wealth Associates Supporting Advisers in business development and marketing initiatives Ensuring compliance of all branch activity to meet company policy, Financial Adviser and NZX Regulatory standards Participation in group wide initiatives and projects Management reporting, finance and budgeting Coordination of branch marketing and client events Providing general and facilities management support Your background will be from financial services, preferably private wealth or private client share broking where business development, financial acumen and people leadership can be demonstrated.
A sound understanding of the regulatory environment the business operates within, and a record of sales and / or operational experience in a relevant sector is essential.
If you think you have what we are looking for, we would be keen to hear from you.