Palmerston North Branch Manager

Are you a driven leader with a passion for financial services and building strong client relationships? We are seeking an experienced and motivated Branch Manager to lead our client’s Palmerston North branch. This is a unique opportunity to combine strategic leadership with hands-on client advisory responsibilities, making a meaningful impact on both the team and the local community.

About the Organisation

Our client is one of New Zealand’s most trusted investment and wealth advisory firms, known for its deep local connections and national expertise. With offices across the country, the firm fosters a collaborative environment where professionals thrive while delivering exceptional outcomes for clients. The firm is also committed to engaging with communities through sponsorships, partnerships, and initiatives that reflect its values of integrity, professionalism, and collaboration.

The Role

As Branch Manager, you will:

• Lead and inspire a high-performing team while fostering a collaborative and supportive culture.
• Drive business growth through innovative strategies and meaningful community engagement.
• Provide professional investment advice to clients, building long-term relationships based on trust and exceptional service.
• Develop and execute a branch marketing and sponsorship plan to enhance the firm’s presence in the local community.
• Partner with the Regional Head to support recruitment, business development, and the implementation of regional initiatives.

This hybrid role offers the chance to shape both team success and client outcomes while contributing to the firm’s reputation for excellence.

Key Responsibilities

Leadership & Branch Management:

• Promote a healthy, high-performing team culture.
• Communicate key business priorities effectively to ensure alignment within the branch.
• Oversee branch operations, including expense approvals and IPO allocations.
• Support Adviser Assistants with workforce planning, performance management, and development.

Client Advisory:

• Deliver personalised investment advice that places clients’ interests first.
• Build enduring relationships with clients by understanding their goals and aspirations.
• Grow the branch’s client base through referrals, professional networks, and holistic advisory services.

Professional Excellence:

• Maintain technical expertise in investment markets, products, legislation, and financial advice practices.
• Ensure compliance with all regulatory obligations as a financial adviser.
• Uphold the firm’s values of integrity, professionalism, and accountability in every interaction.

What We’re Looking For

We are seeking an experienced professional with:

• A proven track record in financial services or wealth management.
• Strong leadership skills with the ability to inspire and develop teams.
• Exceptional relationship-building abilities with clients and stakeholders.
• A commitment to continuous learning and professional development.
• NZX accreditation (or willingness to complete required training).

What’s on Offer

Our client offers an attractive package that includes:

• Competitive remuneration (base salary + bonus).
• Free base medical insurance.
• Ongoing professional development opportunities.

This is your chance to make a lasting impact in Palmerston North’s financial services landscape while advancing your career with one of New Zealand’s most respected firms.

How to Apply

If this sounds like your next career move, we’d love to hear from you!

Apply via the link or get in touch with us today for a confidential discussion and further information on the opportunity and organisation.

Robert Walters endeavours to review all applications in a maximum of five working days. If you have not received correspondence within this timeframe please do not hesitate to contact Samantha Stevens on 09 374 7311.