Wealth Management Expert

About Us:At Barclays, we are committed to helping our clients achieve their financial goals. We offer a range of wealth management services designed to help individuals and families build, preserve and transfer their wealth. Our team of experienced professionals is dedicated to providing exceptional customer service and advice to our clients.Key...

About Wellington-Altus Financial Inc.We are a top-rated* investment dealer in Canada and one of Canada's Best Managed Companies. Our organization identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients. We have more than $35 billion in assets under administration and offices across the country.The Role:We...

About FNZAt FNZ, we believe that everyone, everywhere should be able to invest in their future on their terms. We created wealth's growth platform to help overcome complexity in the wealth management industry.Our platform integrates modern technology with business and investment operations, all within a regulated financial institution. We partner with over...

ExperienceOur ideal candidate will have 3-5 years of experience in financial advising, ideally within retirement planning, wealth management, or investment advice. They should also have a proven track record of achieving sales targets and building strong relationships with clients and advisers.AttributesWe are looking for a self-motivated, detail-oriented...

As a Corporate Actions Analyst, you will play a vital role in ensuring the smooth operation of our wealth management platform. Your primary responsibility will be to manage and process corporate events for our clients, ensuring timely and accurate delivery of product information and customer experience.Main ObjectivesDevelop and implement standards and...

About Our Platform\We've created a growth platform to help simplify the complexities of wealth management. Our platform integrates modern technology with business and investment operations, making it easier for our partners to deliver exceptional results.\With over 650 financial institutions and 12,000 wealth managers partnering with us, we've helped over 20...

Role OverviewWe are seeking a Relationship Manager (Retirement Planner) to assist New Zealanders in managing their retirement finances and shifting the focus from saving to strategic spending.This role is perfect for a detail-oriented professional who is ready to make a meaningful impact on New Zealanders' retirement outcomes.About TmmTmm is a leading...

About FNZWe are a global leader in the delivery of financial services via cloud computing, partnering with some of the world's largest companies.Our wealth management platform integrates modern technology with business and investment operations in a regulated financial institution.We have over 650 financial institutions and 12,000 wealth managers using our...

What You Will DoAs a Business Analyst Developer at FNZ, you will be responsible for designing and developing our wealth management platform. Your key tasks will include:Developing web applications using .NET, C#, MS SQL Server, and React.JS or similar front-end frameworks;Working closely with stakeholders to understand their requirements and develop...

Counselling Expert required for a challenging and rewarding role at Advanced Personnel Management (APM). As a Counselling Expert, you will have the opportunity to work with a diverse range of clients and mental health conditions, and to develop your skills in the services APM provides.You will be supported by a dedicated team leader, as well as the clinical...

As an Operational Risk Manager, you'll have responsibility to perform Line 1 risk management duties and drive the day-to-day risk management activities of the New Zealand business.The key objective of the role is ensuring that the first line risk and compliance arrangements are run in an efficient, effective and consistent manner.End to end ownership of Risk...

As an Operational Risk Manager, you'll have responsibility to perform Line 1 risk management duties and drive the day-to-day risk management activities of the New Zealand business.The key objective of the role is ensuring that the first line risk and compliance arrangements are run in an efficient, effective and consistent manner.End to end ownership of Risk...

About Fnz Group\We're a global leader in the wealth management industry, committed to opening up wealth so that everyone 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 a global, end-to-end wealth management platform that integrates...

Job OverviewAs a key player in our Corporate HSEQ team, you will provide expert support to the Divisional Partner, ensuring our Lower North Island operations meet and exceed national and local compliance requirements.Main ResponsibilitiesHSEQ Policy Development: Implement and maintain HSEQ policies, procedures, and management systems to ensure compliance and...

About the RoleWe are seeking a highly experienced Strategic Policy Expert to join our team. As a key member of our policy team, you will play a pivotal role in shaping the direction of various initiatives.Your primary responsibility will be to deliver high-quality strategic policy advice to key stakeholders, including Ministers, Boards and Senior Leadership...

Booster NZ is seeking a seasoned AML Compliance Expert to join their team in Wellington Central. This role offers the opportunity to work with a leading financial services company that's committed to helping New Zealanders grow their money and financial confidence.The successful candidate will play a crucial role in supporting the operation, maintenance, and...

We are looking for a highly skilled professional to join our team as a Practice Lead - Data Management. As part of our Strategic Data Management branch, you will play a key role in improving and maturing our data management culture, skills, and systems.About Our TeamWe are a close-knit team of experts who share a passion for data management and statistics....

About FNZFNZ is 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. We provide a global, end-to-end wealth management platform that integrates...

At Parkerbridge, we're committed to delivering exceptional residential lending advice to our clients. Our ideal candidate is passionate about helping individuals achieve their financial goals through expert guidance and support.PurposeThe primary objective of this role is to provide comprehensive residential lending advice to clients while ensuring full...

About Us\At Fnz Group, we're committed to opening up wealth so that everyone 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 a global, end-to-end wealth management platform that integrates modern technology with business and investment...