Senior Manager Wealth

4 weeks ago

Auckland, New Zealand Fisher Funds Full time

As the Senior Manager Wealth (North), you will drive the growth and management of Fisher Funds wealth advisory services within your designated region, Auckland.
Working closely with the GM Managed Funds, you will be responsible for developing and executing regional strategies to grow and maintain our client base, enhance our service offerings, and achieve the business’ growth and performance targets.
In this role, you will lead and manage a team of Wealth Advisors, ensuring alignment with broader organizational goals whilst utilising the regional market potential.
You will be instrumental in fostering a collaborative, high-performance culture that delivers exceptional client service and drives business growth.
About you: To succeed in this role, you will be a strategic leader with a client-centric approach.
Additionally, you will have a growth mindset and be able to develop and execute regional growth strategies while managing a high-performing team.
You have a strong track record in business development, with the ability to expand a business’ reach and build long-term client relationships.
Your leadership style fosters collaboration, accountability, and professional development, ensuring your team delivers exceptional client service while meeting performance targets.
You are results-driven, with a strong understanding of compliance and regulatory requirements, and can adapt quickly to changing market conditions.
Above all, you are committed to the wellbeing of your team and maintaining a safe, supportive work environment.
To succeed in this role, you will demonstrate the following attributes and behaviours: A strategic mindset, with the ability to drive regional growth and execute effective business development strategies.
A client-centric approach, building strong, lasting relationships and delivering tailored wealth solutions.
Proven leadership skills, fostering a collaborative, high-performance culture within your team.
A results-oriented focus, with a strong ability to monitor and manage performance to meet targets.
A deep understanding of compliance and regulatory standards, ensuring operational integrity.
Adaptability, staying agile in response to market trends, challenges, and client needs.
A commitment to team wellbeing, promoting a culture of safety, mental health awareness, and overall support.
Qualifications: A relevant tertiary qualification in business, finance, or a related field.
Why Fisher Funds?Join a team driven by values that resonate beyond financial gains.
We're committed to not only managing wealth but safeguarding kiwi futures.
At Fisher Funds, you'll find a supportive environment where your growth and impact are valued.
At Fisher Funds, we value our employees and offer a range of benefits to support their wellbeing and growth, including: Wellbeing One Health Insurance from Southern Cross.
Life Insurance coverage for all permanent employees.
Opportunities for professional development and career growth.
A collaborative and supportive work environment.
About Fisher Funds: Fisher Funds is a leading investment management company in New Zealand with ambitious plans for growth.
We manage over $24 billion in funds on behalf of more than 500,000 New Zealanders.
We have a range of investment products including Kiwi Saver schemes, non-Kiwi Saver superannuation schemes, an extensive range of retail managed funds, listed investment companies as well as a wholesale offering.
We’re all about making investing understandable, enjoyable, and profitable for New Zealanders and helping them achieve their investment goals.
This is a true collaborative, team player office, where everyone is passionate about what they do and the difference they can make.
The vibrant and buzzing office is based in Takapuna with a gorgeous deck with 180-degree views of Rangitoto and Takapuna beachPlease note we will be reviewing applications as they are received.
For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process).
To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.
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