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Our client represents a distinguished, sustainable, and award-winning company dedicated to enhancing the lives and financial well-being of their clientele.
They seek Investment Advisory Wealth Managers to embark on their journey of sustained growth. Offering not only the opportunity to oversee diverse portfolios but also a wealth of training, ongoing career advancement, and the chance to evolve alongside the company. Rooted in the belief that training is fundamental, the CEO fosters a culture of continuous career support, nurturing employee aspirations.
Their ethos centers on diligence and empowering individuals to prosper, fostering a thriving career path. As a dynamic and ambitious entity, they are rapidly expanding and seek individuals eager to learn and develop within this trajectory. Their foremost commitment is to provide personalized, impartial financial counsel to each client.
In the role of Wealth Manager, you will guide numerous clients in financial management. With licenses spanning multiple countries and access to cutting-edge industry advancements, you’ll craft personalized strategies to nurture your clients’ financial well-being. Building robust client relationships, you’ll aid in making informed decisions by offering investment advisory services tailored to individual needs.
Employing a consultative approach, you’ll meticulously gather information about clients’ objectives and circumstances, tailoring strategies using an array of financial tools. Embracing a holistic methodology, you’ll cater to clients’ complex needs, providing a trusted advisory service.
Key Responsibilities:
- Cultivate and expand a clientele base (B2C).
- Provide ongoing support and management for client portfolios, fostering trust and personalized advisory.
- Enhance AUM by identifying financial needs and advising on opportunities.
- Conduct comprehensive reviews to understand clients’ personal and financial requirements, delivering tailored wealth management solutions.
- Offer needs-based solutions through effective communication and influence.
- Continuously assess potential impacts and risks for clients, leveraging global market insights.
- Recommend a full spectrum of financial products and services.
- Provide personalized advice on various wealth management avenues.
- Stay abreast of legislative and quality requirements, ensuring compliance.
- Undertake general administrative duties as necessary.
Requirements:
- NZ level 5 qualification
- Degree or equivalent experience in business, finance, economics, or management.
- Strong service orientation with analytical prowess and attention to detail.
- UK level 4 advisory qualification preferred or a commitment to obtaining it.
- Experience in managing high net worth clients desirable but not essential.
- Familiarity with investment, offshore products, fintech, bonds, or pension products advantageous.
- Trustworthy, financially astute, team-oriented professional committed to top-tier service.
- Strong judgment and attention to detail in assessing investment risks.
- Demonstrated track record in financial sales.
- Ambitious, success-driven, and target-oriented.
Company Benefits:
- Opportunity for further relevant chartered qualifications.
- Diverse career progression opportunities.
- Potential for location transfers.
- Competitive commission bonuses with transparent structures.
- Comprehensive individual and team training programs.
- Client and employee engagement events.
Please note: This position would typically suit both experienced and qualified IFA candidates already resident in New Zealand with a New Zealand level 5 qualification. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services qualifications and sales aspirations.