Senior Wealth Manager & Head of Investments
Are you an experienced Private Wealth Manager/Financial Advisor and you are looking to take the next step to become Senior Wealth Manager & Head of Investments?
If yes and you have experience advising in the investment and property division this is the role for you!
The main purpose of the role is to work with doctors, advise them on a strategy and give knowledge of how they will achieve their financial goals.
Key tasks include
Oversee the analysis, research and due diligence for our investment advise
Coordination of the Investment Committee
Responsibility for New Zealand investment revenue targets
Support Private Wealth Managers to deliver investment solutions to clients
The successful candidate would likely have the following attributes
Must be an AFA with experience working in a compliant environment
Minimum 2 years’ experience working as a Financial Planner, specialising in investment and property
A proven track record of achieving revenue targets
Negotiation and sales skills
Advanced knowledge of New Zealand investment advice, ideally extending to direct residential propertyIf you believe you have the passion and drive, please email your CV and Cover Letter to quoting the job reference #88372 or apply below. Only candidates who are legally entitled to work in New Zealand will be considered.