Investment and Wealth Manager

Job SummaryWe're seeking an experienced Client Adviser to join our team, providing exceptional customer service to our existing client base. The successful candidate will have a strong understanding of financial services and a proven track record of success in dealing with complex client relationships.About UsAmp is a leading provider of KiwiSaver, helping...

The Successful CandidateTo excel in this role, you should possess a deep understanding of investment markets, wealth management, and portfolio construction. You will also need a Level 5 Certificate in Financial Services with strands in Investment and Financial Advice or equivalent experience as a Financial Adviser specialising in investment advice.

Blossum Investments, established in July 2024, specialises in providing loans for businesses and property development and offering mortgages and debt financing.Their unique selling proposition (USP) lies in delivering the best returns for investors, offering strong and lucrative opportunities for those seeking high-yield investment options.Located in the...

Blossum Investments, established in July 2024, specialises in providing loans for businesses and property development and offering mortgages and debt financing. Their unique selling proposition (USP) lies in delivering the best returns for investors, offering strong and lucrative opportunities for those seeking high-yield investment options.Located in the...

About UsCraigs Investment Partners is a leading investment advisory firm in New Zealand, with 19 offices located throughout the country and over 600 employees. We offer a range of services, including investment advice, portfolio management, and wealth management.We are committed to providing exceptional service and value to our clients, and we strive to...

This is an opportunity to be part of our Auckland office team, working closely with our top performers.We are seeking experienced professionals who want to take their careers to the next level and enjoy a challenging and rewarding role.Our company prides itself on providing sustainable and award-winning career paths for our employees.We are looking for...

Fisher Funds Overview: We are one of New Zealand's largest specialist wealth management companies, operating for over 25 years. Our mission is to help Kiwis realise their ambitions by making investing accessible and enjoyable. With over $22 billion in funds under management, we support nearly 500,000 ambitious Kiwis on their investment journey across...

Key ResponsibilitiesKnowledge of financial services industry and wealth and Investment products & investment markets.Track record of success in dealing with complex high value telephone-based client relationships.Excellent interpersonal skills and a desire to contribute to a great team culture.National Certificate in Financial Services.Tertiary qualification...

About Fisher Funds:We are one of New Zealand's largest specialist wealth management companies, operating for over 25 years.Our mission is to help Kiwis realise their ambitions by making investing accessible and enjoyable. We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $22 billion...

About UsAt FNZ, we are committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.We created wealth's growth platform to help. It provides a global, end-to-end wealth management platform that...

Company OverviewRobert Walters New Zealand is a leading multinational investment and development group with deep roots in the Asia-Pacific region. We are launching a cross-border Private Equity (PE) fund to integrate proprietary projects into a unified investment vehicle.SalaryThe successful candidate will receive a negotiable salary based on their...

Are 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...

Our client, a leading multinational investment and development group with deep roots in the Asia-Pacific region, is seeking an experienced Investment Director to join their team.The Investment Director will play a pivotal role in structuring a cross-border Private Equity (PE) fund, targeting institutional investors, sovereign wealth funds, and global...

Our client, a leading multinational investment and development group with deep roots in the Asia-Pacific region, is seeking an experienced Investment Director to join their team.The Investment Director will play a pivotal role in structuring a cross-border Private Equity (PE) fund, targeting institutional investors, sovereign wealth funds, and global...

Our client, a leading multinational investment and development group with deep roots in the Asia-Pacific region, is seeking an experienced Investment Director to join their team.The Investment Director will play a pivotal role in structuring a cross-border Private Equity (PE) fund, targeting institutional investors, sovereign wealth funds, and global...

Robert Walters New Zealand is a leading recruitment agency with deep roots in the Asia-Pacific region. We are seeking an experienced Investment Director to play a pivotal role in structuring a cross-border Private Equity (PE) fund, targeting institutional investors, sovereign wealth funds, and global partners.About the Role:Collaborate with regulators to...

About the RoleWe are seeking a highly skilled and experienced Investment Services Analyst to join our team at FirstCape. In this role, you will be responsible for ensuring the accuracy and completeness of client investment data, providing professional investment services to internal and external clients, and analyzing investment performance return...

Our client, a leading multinational investment and development group with deep roots in the Asia-Pacific region, is seeking an experienced Investment Director to join their team.The Investment Director will play a pivotal role in structuring a cross-border Private Equity (PE) fund, targeting institutional investors, sovereign wealth funds, and global...

Company OverviewWe are Generate Investment Holdings Limited, a leading provider of KiwiSaver and wealth management services. Our vision is to be the number one choice for our members in terms of customer service.Job DescriptionWe are seeking a KiwiSaver Relationship Manager - Inbound to join our team. As a key member of our support function, you will be the...

Job DescriptionAs a Strategic Investment Manager, you will play a pivotal role in structuring and leading a cross-border Private Equity (PE) fund, targeting institutional investors and global partners. The fund will focus on integrating proprietary projects into a unified investment vehicle, leveraging the company's deep roots in the Asia-Pacific...