Contract type: FULL_TIME
Salary: Discretionary Bonuses, Insurances, Wellbeing, flexible working
Consultant: Ettienne Erasmus
Job reference: 1933260/001
Date posted: 11 January 2024auckland risk-and-compliance/investment-management 2024-01-11 2024-03-11 financial-services Central Auckland Auckland Auckland Central NZ Robert Walters https://www.robertwalters.co.nz https://www.robertwalters.co.nz/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true
My client is a renowned and prestigious advisory firm dedicated to providing comprehensive financial solutions to high net worth individuals. With a commitment to excellence, integrity, and personalized service, we have established themselves as a trusted partner in helping clients achieve their financial goals
About this firm:
This prestigious advisory firm is seeking a dynamic and experienced Wealth Management Adviser to their team in Auckland. The successful candidate will be responsible for providing exceptional financial advisory services to high net worth clients, guiding them in wealth preservation, investment strategies, and overall financial planning.
Client Relationship Management:
Build and maintain strong relationships with high net worth clients.
Understand clients' financial goals, risk tolerance, and preferences to tailor personalized wealth management solutions.
Conduct thorough financial assessments and develop comprehensive wealth management plans.
Provide strategic advice on investment opportunities, retirement planning, tax strategies, and estate planning.
Design and manage investment portfolios based on clients' objectives and market conditions.
Monitor and analyze investment performance, making strategic adjustments as needed.
Market Research and Analysis:
Stay informed about market trends, economic indicators, and investment opportunities.
Conduct research to identify new wealth management strategies and products.
Compliance and Risk Management:
Ensure compliance with industry regulations and company policies.
Implement risk management strategies to protect clients' wealth.
Proven experience as a Wealth Management Adviser, preferably with high net worth clients.
Strong knowledge of financial planning, investment management, and tax strategies.
Excellent communication and interpersonal skills.
Relevant certifications (CFP, CFA, FS Level 5 - Investment Strand etc.) will be considered a strong asset.
Demonstrated ability to work in a fast-paced and dynamic environment.
High ethical standards and a commitment to client confidentiality.
Competitive salary and performance-based bonuses.
Professional development opportunities.
A collaborative and supportive work environment.
How to Apply:
If you are a dedicated and experienced Wealth Management Adviser looking to join a prestigious advisory firm, please submit your resume and a cover letter outlining your relevant experience to firstname.lastname@example.org
. Please include "Wealth Management Adviser Application" in the subject line.
Robert Walters and New Zealand Rugby invite you to find your incredible. When people and businesses find their incredible, icons are created, and the world's best teams are formed. Find your incredible with Robert Walters.