Investment Advisor

Nelson region, respected Private Wealth team, suit ambitious Advisor seeking growth/leadership opportunity, backed by national support & distribution

  • Rare chance to relocate to Nelson within professional brand
  • Established client portfolio with retention & growth focus
  • Succession planning to regional leadership role

Unique opportunity for an experienced Investment Advisor, Private Banker, or Wealth Manager, ideally from NZ Bank, Fund Manager, NZX Broker or Advisory Firm, to make a professional career relocation into sunny Nelson.

Rare chance to join an impressive organisation, currently expanding their independent national distribution capability. Newly created role within experienced Advisory team, offering you goodwill and mentorship to help transition into the firm, plus a succession plan into a future leadership role.


  • Provide Investment Advice & Private Client Wealth Management
  • Nelson based team with excellent operational support
  • Portfolio retention & growth plus business strategy & leadership


  • Unique value proposition, strong market share
  • High quality independent service proposition
  • Excellent salary plus bonus package


  • FAP qualified (ideal) Advisory background
  • Long term career & lifestyle commitment to Nelson region
  • High degree of polish & market credibility

The role offers an established portfolio of high-net-worth private clients, mixed with career opportunity to drive strategic growth, and develop a larger advisory team. Be part of a very ethical brand offering an independent “investment” focussed product range and impressive networks.

If you have a past connection, family history, or simply an interest to live and/or raise a family in the Nelson region, then a seriously attractive career and lifestyle move awaits!

For more information about this superb new role, please send a confidential CV or make a professional enquiry to Chris Heswall at

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