Wealth Investment Consultant

**Job Description**We are looking for a skilled and experienced Wealth Advice Governance Expert to join our team. As a key member of our Advice Quality & Governance Team, you will be responsible for ensuring the delivery of high-quality financial advice to our customers.Your role will involve working closely with Wealth Office Advisers, Wealth Consultants,...

**About the Job**We are seeking a Quality and Risk Manager - Wealth Services to join our team. As a key member of our Advice Quality & Governance Team, you will play a critical role in ensuring the delivery of high-quality financial advice to our customers.Your role will involve working closely with Wealth Office Advisers, Wealth Consultants, and the...

Based predominantly in our regional centre with visits to our branch networkMo te Turanga – About the roleAs a Wealth Office Adviser, you will be providing investment advice to our customers.You'll be responsible for actively liaising with them to build a clear understanding of their needs, and then tailoring personalised and professional recommendations...

Job Title: Investment Relations SpecialistJob Description:We are seeking an experienced Investment Relations Specialist to join our team at Monroe Capital Llc. The successful candidate will be responsible for developing and maintaining relationships with Financial Advisors, educating them on Monroe private credit offerings, and capturing sales...

Transform Lives with UsAt Consilium, we're committed to providing exceptional wealth management, investment, and technology solutions to our valued clients and financial advisers.We're looking for a dedicated individual to join our client relationship team and help us drive growth and innovation in our organisation.About the RoleAs a member of our client...

Role SummaryThis is a dynamic opportunity for a skilled Wealth Office Adviser to join our esteemed team at Westpac. As a trusted advisor, you will be responsible for crafting bespoke investment solutions that cater to the diverse needs of our clients.Core DutiesEstablish and nurture long-term relationships with customers, fostering a deep understanding of...

Adviser - Wealth Quality Assurance (Plan Writing)Can be based at our office in either Auckland, Wellington or ChristchurchHybrid role – mixture of work from home and officeMo te Turanga – About the roleThe Advice Quality & Governance Team plays a critical role in ensuring the delivery of high-quality financial advice to Westpac's customers and staff.As a...

Monroe Capital is seeking an investment Business Development professional to help support and promote the firm's Private Credit offerings into the Wealth Management Channel.The individual will develop and maintain relationships within the independent RIA and family offices community.This role will also work within the overall Marketing and Investor Relations...

Job OverviewWe are seeking an experienced Wealth Office Adviser to join our team at Westpac. As a key member of our Wealth division, you will be responsible for delivering high-quality investment advice to our customers, leveraging your expertise to build trust and rapport.Main ResponsibilitiesDevelop and maintain deep relationships with customers,...

**About the Role**We are seeking an experienced Financial Quality Assurance Specialist to join our team. As a key member of our Advice Quality & Governance Team, you will play a critical role in ensuring the delivery of high-quality financial advice to our customers.You will work closely with Wealth Office Advisers, Wealth Consultants, and the Leadership...

Company OverviewMono Capital is a leading provider of private credit solutions to the wealth management channel. Our mission is to deliver high-quality investment opportunities to our clients, while maintaining strong relationships with financial advisors and family offices.

Job Overview:We are seeking a seasoned recruitment professional to join our senior leadership team, contributing to our established verticals within the Accountancy & Finance, Legal, Engineering, and Commercial sectors.About Us:At Fluid Recruitment Limited, we've achieved consistent year-on-year growth by investing in our people and systems.We equip our...

Foster Exceptional Client RelationshipsWe're seeking a highly skilled and motivated individual to join our client relationship team at Consilium.As a Client Support Liaison, you'll be responsible for delivering exceptional support and technical assistance to our adviser firms, utilising your expertise in our online investment administration system.Key...

About UsAt Fluid Recruitment, we pride ourselves on being a forward-thinking and agile agency that delivers consistent year-on-year growth by investing in our people and infrastructure. We equip our consultants with the latest technology and analytics to ensure they succeed in all market conditions. Our highly competitive commission structure sits...

About Us Fluid Recruitment is a leading national provider of specialised recruitment services across New Zealand.With over a decade of experience, we have grown into a premium brand, operating from offices in Dunedin, Wanaka, Christchurch, Wellington, and Sydney.In 2025, we're set to expand our team to better serve our loyal client base, which ranges from...

About Us Fluid Recruitment is a leading national provider of specialised recruitment services across New Zealand.With over a decade of experience, we have grown into a premium brand, operating from offices in Dunedin, Wanaka, Christchurch, Wellington, and Sydney.In 2025, we're set to expand our team to better serve our loyal client base, which ranges from...

About Us Fluid Recruitment is a leading national provider of specialised recruitment services across New Zealand. With over a decade of experience, we have grown into a premium brand, operating from offices in Dunedin, Wanaka, Christchurch, Wellington, and Sydney. In 2025, we're set to expand our team to better serve our loyal client base, which ranges from...

Posting Deadline: Please submit your application by 11:59 PM PST, January 3, 2025Position Type: PermanentTogether, Let's Do Great ThingsWe're the largest financial institution based on Vancouver Island and the Gulf Islands, and we've got an opportunity for you.We need a Senior Client Relations Assistant, so if you're passionate about improving people's...

Company OverviewAt Consilium, we pride ourselves on being a proudly New Zealand founded business that offers a unique set of wealth management, investment, and technology solutions tailored specifically for financial advisers.We believe in the power of professional financial advice to transform lives, and we're proud to champion both the advisers who deliver...

Opportunity SummaryWe are seeking dynamic individuals to join our sales team, responsible for selling off-plan quality townhouses in close proximity to transport and quality infrastructure.">ResponsibilitiesKey responsibilities include:Utilizing all leads provided to drive salesMaintaining strong relationships with clients and stakeholdersWorking closely...