Private Wealth Associate – Auckland

Bring your strong wealth mgmt experience to this busy role. Work in a small team with higher value clients & gain a more personalised career path.

  • High quality boutique investment management organisation
  • Busy role supporting Lead Adviser
  • Develop your career in Wealth Management

Our Client is one of New Zealand’s leading boutique fund managers. They have a reputation for delivering solid investment returns and fantastic service delivery to their Clients. Through recent growth, they now require an experienced Private Wealth Associate to join their team.

THE ROLE

  • Proactively provide administrative support in the service of existing clients and the development of new business, onboarding and client record-keeping.
  • Process all transactions for those clients.
  • Responsibility for the coordination and management of various client events.
  • Handling all email and phone inquiries
  • Liaise with the registry provider around client queries
  • Preparation of draft template investment plans for prospective clients
  • Attend prospect or client meetings with the Adviser as required
  • Become a CRM “SuperUser” for ongoing CRM development work

ABOUT YOU

  • You’ll ideally come from a similar role and be looking for a new challenge; that could also be someone with strong client services or relationship experience in either Wealth, Funds or Banking
  • Knowledge of Investment Products i.e. Kiwisaver or PIE Funds
  • You’ll really enjoy building client relationships and offering a quality service
  • Excellent written and verbal communication skills
  • Tertiary qualified and maybe studying towards or completed an AFA

This role is ideal for someone with a passion for Investments and is interested in developing a career in Wealth Management. You’ll be joining a rapidly expanding firm, where you’ll learn more, deal with higher value clients and gain a more personalised career path.

If you are interested in this role please apply now by clicking the link below or by sending your CV and cover letter to Collette Gascoigne-Spittle on collette@virtueconsulting.co.nz

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