We're delighted to be partnering with a highly respected and growing name in New Zealand private wealth, to find an outstanding finance professional to help grow their Private Wealth division in Christchurch.
A growing portfolio means this is an opportunity to develop and grow a successful career, backed by a collaborative, high-performing national team. Our client has been managing wealth for New Zealanders for 37 years and is wholly independent and New Zealand owned and operated.
Shape Futures, Build Relationships
As a Senior Wealth Adviser, you'll be instrumental in delivering sophisticated financial advice and planning services to a mix of new and established high-net-worth private wealth clients. Through your work you will be helping Kiwis achieve their financial aspirations, and at the same time building the reputation and reach across Canterbury.
Key Responsibilities:
- Provide expert, bespoke financial advice and service to an existing portfolio of private wealth clients.
- Proactively drive client base growth through professional networking, referrals, and strategic partnerships.
- Contribute to the culture and success of the Christchurch office, collaborating on broader firm initiatives.
Whether or not you have a financial planning qualification, we are looking for a standout professional whose expertise is matched by their character. You will naturally embody these core values:
- Exceptional Rapport Builder. You are a natural people person with a proven ability to connect easily. You make people feel welcome, understood, and genuinely supported, making client retention and referral growth a seamless experience.
- Technical Acumen: Ideal candidates will have experience within the finance or legal sectors, or CFA. Support is available for obtaining the Level 5 qualification if necessary.
- Polished Presentation: You uphold a highly professional standard of written and personal presentation. You articulate complex financial ideas with clarity, confidence, and impeccable etiquette, reflecting the quality of the brand.
- A Thirst for Learning: You possess a genuine growth mindset, you stay ahead of market trends and embrace professional development.
- Organised and dynamic: You thrive on variety and taking care to help your clients achieve the best outcomes. You are driven by a strong sense of personal commitment to excellence and accountability.
Hit the ground running with an immediate portfolio and significant opportunity for organic growth. Receive a highly competitive remuneration package that generously rewards performance and long-term success. Best-in-Class Tools: Work with modern, cutting-edge financial planning software and technology, backed by an active investment management team. Vibrant Culture: Be part of an ambitious, supportive, and collaborative national team committed to excellence.
If this sounds like you, now’s the time to start your journey to being a leading Wealth Adviser in Christchurch, supported by one of NZ's premier investment firms.
Please submit your CV and a cover letter today, or for a confidential discussion
contact Wendy Clarke on 03 963 9157.
