Investment Support Specialist
5 days ago
Cultivate seeks an Investment Support Specialist to join our award-winning client experience team. As a key member of our team, you will play a vital role in supporting existing clients through any stage of their investment journey.
Key responsibilities include educating and engaging with clients to make the most of their KiwiSaver/investment, understanding their various life stages, and providing guidance on KiwiSaver and managed fund withdrawals and switches. You will also be responsible for promoting online solutions for ease and convenience for clients, sharing ideas on process or customer experience improvement initiatives, and working together with your colleagues to achieve excellent results.
We are looking for someone who is client-focused, interested in helping everyday Kiwis achieve financial wealth, and has knowledge about KiwiSaver and/or managed funds. If you have a passion for delivering awesome customer service and are eager to learn and grow with us, we would love to hear from you.
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Investment Support Specialist
5 days ago
Auckland, Auckland, New Zealand Paragon Recruitment Ltd Full timeWe are seeking a talented Investment Support Specialist to join our dynamic investment team in Auckland. As an Investor Relations Support professional, you will provide top-notch administrative and customer service support to investors and the internal Investor Relations team.This exciting opportunity offers a competitive salary and career growth prospects...
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Investment Operations Assistant
4 days ago
Auckland, Auckland, New Zealand Craigs Investment Partners Full timeAbout the JobWe are looking for a highly organized and detail-focused individual to join our team as a Private Wealth Assistant. As a key member of our office, you will provide administrative support to our Investment Advisers and develop strong relationships with our clients.Key ResponsibilitiesPrepare and distribute correspondence, reports, and...
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Administrative Support Specialist
5 days ago
Auckland, Auckland, New Zealand Craigs Investment Partners Full timeAbout the CompanyCraigs Investment Partners is a multi-award-winning investment advisory firm, one of the largest in New Zealand. With 19 offices across the country and over 600 employees, we offer solutions and advice to private investors, corporate, and institutional clients.Our ValuesWe strive for excellence in everything we do.We put people first,...
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Investment Advisory Specialist
3 days ago
Auckland, Auckland, New Zealand Good Returns Full timeAs an Investment Advisory Specialist at Good Returns, you'll play a vital role in helping clients achieve their long-term financial goals. Our ideal candidate possesses strong analytical skills, excellent communication abilities, and a deep understanding of the financial markets.Responsibilities include conducting in-depth reviews of clients' financial...
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Financial Services Coordinator
5 days ago
Auckland, Auckland, New Zealand Craigs Investment Partners Full timeAbout the RoleWe are seeking a highly skilled and experienced administrative support specialist to join our team at Craigs Investment Partners. As a Private Wealth Assistant, you will play a pivotal role in delivering exceptional client experiences and supporting our top-performing Investment Advisers.Key ResponsibilitiesProvide high-quality administrative...
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Investment Adviser
8 hours ago
Auckland, Auckland, New Zealand Fisher Funds Full timeAre you ready to take your career to the next level with Fisher Funds? We are looking for a driven and skilled Investment Adviser to join our team, dedicated to providing market-leading advice and exceptional service to our clients.About the Role:As an Investment Adviser, you'll be at the forefront of client engagement, representing Fisher Funds to both...
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Environmental Investment Specialist
7 days ago
Auckland, Auckland, New Zealand Auckland Council Full time**Role Overview:**Auckland Council is seeking a results-driven professional to secure private and philanthropic partnerships that support positive environmental outcomes across Tamaki Makaurau.About the Role:This fixed-term, full-time opportunity will cover a 10-month contract, concluding by February 2026 at the latest. As a Senior Partnerships Specialist,...
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Sustainability Investment Specialist
7 days ago
Auckland, Auckland, New Zealand Stonewood Group Full timeCompany OverviewRaised by its sister company RCR Infrastructure Limited, RCR Green is a New Zealand-owned developer of high-quality utility scale solar projects. Our vision is to develop, build, and operate 1 GW of ground-mounted solar farms connected to New Zealand's electricity network.We strive to power New Zealand's carbon-zero future.Job DescriptionThe...
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Investment Solutions Specialist
3 days ago
Auckland, Auckland, New Zealand Marsh & Mclennan Companies Full timeJob TitleCapital Markets ExpertAbout the RoleThis is an exciting opportunity to join our Investments team at Mercer as a Capital Markets Expert.In this role, you will use your expertise to develop and deliver customised investment advice/solutions to our clients.You will work closely with our clients to understand their investment goals and objectives, and...
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Investment Relationship Manager
4 days ago
Auckland, Auckland, New Zealand Fisher Funds Full timeAbout UsFisher 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.">The RoleWe are seeking a motivated, confident and engaging professional with a background in financial services and a passion for relationship management to join...
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Investment Reporting and Data Analyst
8 hours ago
Auckland, Auckland, New Zealand Fisher Funds Full timeThis role offers an exciting opportunity to work alongside investment professionals, gaining exposure to front office functions and investment decision-making. For those with a passion for markets, analytics, and investment strategy, there is opportunity for career progression into roles such as Investment Analyst, Portfolio Manager, or Trading Specialist.We...
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International Investment Specialist
4 days ago
Auckland, Auckland, New Zealand New Zealand Trade and Enterprise Full timeAbout Us">New Zealand Trade and Enterprise (NZTE) is the government agency charged with helping New Zealand businesses grow internationally. Our mission is to connect investors with New Zealand investment opportunities across companies, sectors, and regions.Job Description">The Investor Manager will be responsible for proactively managing new and existing...
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Investment Data Insights Specialist
7 hours ago
Auckland, Auckland, New Zealand Fisher Funds Full timeAbout the RoleWe are seeking a highly skilled Investment Reporting and Data Analyst to join our team. This role offers an exciting opportunity to work alongside investment professionals, gaining exposure to front office functions and investment decision-making.You will be responsible for supporting the investment reporting and data function across investment...
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Mentor and Support Specialist
2 days ago
Auckland, Auckland, New Zealand Presbyterian Support Northern Full timeMentor and Support Specialists play a critical role in our Enliven Day Service at Presbyterian Support Northern. As a Mentor and Support Specialist, you will work closely with our clients to ensure they achieve their goals and live independently.You will develop and deliver personalized plans, provide emotional support, and facilitate social connections...
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Investment Planning Specialist
2 days ago
Auckland, Auckland, New Zealand Qjumpers Full timeJob OverviewWe are a dynamic investment advisory firm seeking a skilled Investment Adviser to join our Auckland branch. As an Investment Adviser, you will play a crucial role in developing business plans and strategies to build a loyal client base while delivering high-quality investment advice tailored to clients' specific needs and circumstances.Key...
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Investment Analyst
1 day ago
Auckland, Auckland, New Zealand Asb Bank Full timeNau mai ki ASB.At ASB we strive to always deliver maximum value for our customers, providing outstanding services and innovative solutions to accelerate financial progress for all New Zealanders.The Asset Management team of ASB Wealth focus specifically on delivering competitive risk adjusted investment returns for customers who invest in ASB's investment...
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Investment Strategist
1 day ago
Auckland, Auckland, New Zealand Asb Bank Full timeCompany OverviewASB is a leading financial institution that prioritizes delivering exceptional value to its customers through innovative services and solutions. Our Asset Management team focuses on providing competitive investment returns for customers while meeting their investment objectives.About the RoleThis position supports our goal of achieving...
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Family Support Specialist
1 day ago
Auckland, Auckland, New Zealand Presbyterian Support Northern Full timeAbout the RoleAs a Family Support Specialist with Presbyterian Support Northern, you will be working in a local school setting, providing early intervention and preventive social work services to vulnerable children and teens, and their whanau. This includes individual and group work, using our strengths-based, multi-systemic approach to encourage positive...
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Head Of Investments
2 weeks ago
Auckland, Auckland, New Zealand AIA NZ Full timeDo you believe in leading the way to a better, healthier, more sustainable future?At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone.It's finding new ways to not only better people's lives, but to better the communities and environments we live in.As the largest listed company on the HKSE, we've been proudly...
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Head Of Investments
5 days ago
Auckland, Auckland, New Zealand Aia Nz Full timeDo you believe in leading the way to a better, healthier, more sustainable future?At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone.It's finding new ways to not only better people's lives, but to better the communities and environments we live in.As the largest listed company on the HKSE, we've been proudly...