Wealth Management Associate

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...

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.

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...

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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...

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