Adviser Support / Private Wealth Associate

Posted on 30/06/2021
Location Auckland
Work Type
Classification ,
Reference # P-03128PCA

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You will be joining a well-established Australasian private wealth management firm renowned for delivering second to none investment and wealth management solutions to a diverse client base.  They have a great company culture; passionate about what they do, close-knit, hardworking, and are renowned for providing outstanding service and investment expertise.

Within this newly created role you will assist and support the team of Investment Advisers and surrounding team by undertaking a varied range of functions. This role is very hands on, you will be a natural at organising and coordinating along with having a broad skillset.

The associated duties and responsibilities to this role will incorporate the following:

  • Assist and support the Investment Advisers and surrounding team; being the ‘go to person’
  • Monitor settlements and co-ordinate transfers
  • Preparation of reports, and documentation
  • Respond to enquiries, provide outstanding customer service
  • Problem solve and trouble shoot
  • Onboard new clients
  • Stakeholder engagement
  • Manage wholesale clients – recertifying and sending confirmation emails
  • AML control and customer due diligence
  • Compliance

You will have a flexible, adaptable, willing, and can-do attitude, whilst being well organised with a natural flair for multi-tasking.  You will also think outside the square creating innovative solutions, be professional, deadline driven, self-motivated, self-managing and most importantly you have a fun sense of humour.

Key to your success in this role will be your ability to thrive in a fast-paced and multi-dimensional environment, your impeccable communication skills, and your adaptability to various technology platforms.

If you are a highly motivated individual who has a keen interest in the New Zealand investment management industry with excellent attention to detail, adheres to tight deadlines, has a strong work ethic and is proactive with a can-do attitude then this is the role for you.

You will be joining a busy, close-knit team who work hard together achieving common goals, and they are all very passionate about what they do. Investment Banking is their passion and getting the best results for their clients. This fantastic role is not to be overlooked…. APPLY NOW!!!

Email your Curriculum Vitae to [email protected] NOW!!  For other exciting opportunities, check out our website –

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