Investment Services Advisor
2 weeks ago
We're Looking for: A driven and skilled Investment Adviser to join our team, dedicated to providing market-leading advice and exceptional service to our clients. As a key member of our team, you will be responsible for delivering tailored investment solutions and helping clients achieve their financial goals.
Key Responsibilities:
- Client Engagement & Retention: Build and sustain excellent relationships with clients, delivering high-quality investment guidance and maintaining high levels of satisfaction.
- Advice Provision: As a Registered Financial Adviser, offer compliant, high-quality investment guidance, backed by comprehensive product and market knowledge.
- Sales & Pipeline Management: Actively prospect for new clients, generate referrals, and manage your sales pipeline for optimal outcomes.
Requirements: Financial Services Level 5 (Investments) certification is required. Applicants currently working towards their Level 5 certification will also be considered. Results-Oriented: A track record of achieving goals and driving successful outcomes. Organised & Deadline-Driven: Skilled in planning, with the ability to meet deadlines while maintaining high attention to detail.
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Sustainability and Investment Advisor
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Auckland, Auckland, New Zealand New Zealand Super Fund Full timeAbout the PositionThis role offers a dynamic and exciting opportunity to work with a team united by our common purpose of sustainable investment delivering strong returns for all New Zealanders.As a Senior Communications Advisor, you will be responsible for providing internal and external communications advice and support, developing and implementing...
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Senior Advisor, Asset Investment
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Senior Advisor Performance and Investment
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Auckland, Auckland, New Zealand New Zealand Ministry Of Economic Development Full timeSelect how often (in days) to receive an alert:Senior Advisor Performance and InvestmentDate: 17 Mar 2025Location: Wellington, NZ, 6011Discover a career with purpose at MBIEDevelop your career in a wide-ranging role, by engaging with senior leaders and stakeholders across a number of significant organisations on a varied set of work, that is primarily...
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Quality Assurance Specialist
2 days ago
Auckland, Auckland, New Zealand Cgr Services Full timeAbout the RoleWe are seeking an experienced Advice Process Specialist to join our Quality of Advice (QoA) team on a permanent full-time basis. As a key member of our team, you will be responsible for:Engaging with Investment Advisers to provide guidance on complex or unclear advice situations;Maintaining client documentation and conducting regular reviews to...
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Senior Advisor Performance And Investment
2 weeks ago
Auckland, Auckland, New Zealand New Zealand Ministry Of Economic Development Full timeSelect how often (in days) to receive an alert:Senior Advisor Performance and InvestmentDate: 17 Mar 2025Location: Wellington, NZ, 6011Discover a career with purpose at MBIEDevelop your career in a wide-ranging role, by engaging with senior leaders and stakeholders across a number of significant organisations on a varied set of work, that is primarily...
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Investment Advisory Expert
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Investment Banking Advisor
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Investment Communications Specialist
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Strategic Communications Manager
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Investment Services Specialist
4 days ago
Auckland, Auckland, New Zealand Macquarie Bank Limited Full timeAbout UsMacquarie Bank Limited is a global financial services group with a presence in 34 markets. Our mission is to empower our people to shape possibilities and bring together diverse perspectives to drive innovation.We pride ourselves on being a place where people from all backgrounds can thrive and contribute their skills and expertise.Job OverviewThis...
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Wealth and Investment Advisor
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Infrastructure Policy Advisor
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Senior Investment Communication Advisor
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Auckland, Auckland, New Zealand New Zealand Super Fund Full timeOur VisionWe aim to become the world's leading sovereign wealth fund by delivering strong returns while contributing to a more sustainable future. To achieve this, we're committed to responsible investment practices, including a net-zero carbon goal by 2050.The role focuses on providing internal and external communications advice and support to the...
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Investment Portfolio Advisor
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Auckland, Auckland, New Zealand Good Returns Full timeAre you a highly motivated and results-driven individual looking for a new challenge?Do you have a passion for helping people achieve their financial goals and a desire to work in a dynamic and supportive environment?Our company offers a unique opportunity for experienced professionals to take their careers to the next level and enjoy a rewarding and...
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Senior Advisor of Verification Services
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Investment Adviser
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Auckland, Auckland, New Zealand Apex Group Ltd Full timeFundRock is a Pan-European leading independent UCITS management company and AIFM (Alternative Investment Fund Manager).Our clients are established blue-chip companies and leaders in their domestic market.We invest in our people, enabling you to develop your skills and build on your experience.If you like the idea of working for an ambitious and growing...