Wealth Support Specialist

5 days ago

Auckland, Auckland, New Zealand myFisher Full time NZ$75,000 - NZ$89,000 per year
Introduction

Are you passionate about delivering outstanding client service and enjoy working behind the scenes to make things run smoothly? We're looking for a Wealth Support Specialist to join our team. In this role, you'll play a critical part in supporting our Wealth Advisers and clients. You'll combine attention to detail with a strong sense of ownership as you manage onboarding, transactions, and compliance processes for our Managed Funds and High Net Worth (HNW) clients. You'll be the engine behind a seamless client experience and a key contributor to our high-performing wealth team.

Key Tasks, General Duties and Responsibilities

As a Wealth Support Specialist, you'll work closely with our Wealth and Senior Wealth Advisers to deliver operational and administrative support that ensures our clients receive timely, accurate and professional service. Your key responsibilities will include:

Opening, maintaining, and closing client accounts, and ensuring all documentation is complete and accurateManaging transactions such as deposits and withdrawals, and ensuring they're processed in line with service-level agreementsSupporting the onboarding and ongoing servicing of High-Net-Worth clients, applying specialist knowledge of HNW proceduresReviewing documents for AML compliance and verifying client information electronicallyPreparing reports, reconciling client accounts, and responding to internal and external queries professionallyMaintaining secure and accurate client records across our systemsSupporting risk and compliance processes by identifying potential issues and maintaining up-to-date recordsWorking collaboratively with the Wealth team and wider business to improve processes and ensure high-quality client outcomesPlaying a key role in keeping daily operations running smoothly – no task too small, and no detail overlooked

This is a hands-on and varied role where you'll have the opportunity to deepen your expertise in wealth management operations, contribute to continuous improvement, and be part of a values-driven organisation whilst delivering exceptional Client Service.

Experience Required:

We're looking for someone who thrives on delivering excellent service and knows how to get the details right. You'll be a natural organiser with strong relationship skills and a proactive mindset. To succeed in this role, you'll bring:

A minimum of 3 years of administrative and coordination skills within banking or financial services. A relevant degree in Commerce or a related field.A high level of accuracy, attention to detail and pride in your workStrong communication skills and the confidence to interact with a range of stakeholders and our clients both in person and over the phone. A collaborative and supportive attitude – you enjoy being part of a team and pitching in where neededThe ability to juggle multiple priorities in a fast-paced, client-focused environmentPassion for the investment industry and helping clients achieve great outcomesExperience with AML compliance, HNW clients, or portfolio systems would be a bonusWhether you're looking to deepen your wealth operations experience or step into a dynamic support role with real impact, this is a fantastic opportunity to grow your career.

Why Fisher Funds? 

Fisher Funds is one of New Zealand's leading investment management firms, with a strong focus on delivering long-term value for our clients.  

At Fisher Funds, we don't just manage wealth; we help Kiwis secure their financial futures.

Here's what makes us stand out:  

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.  

Grow Your Career: Access professional development opportunities to reach your full potential.  

Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.  

Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work. 

About Fisher Funds and this Opportunity:  

Fisher Funds is one of New Zealand's largest specialist wealth management companies, operating for 25 years. We're on a mission 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 $24 billion in funds under management. Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world We have one of the largest client services teams in New Zealand and an award-winning one at that. This is a full-time permanent role with a minimum of 37.5 hours per week to be worked Monday through Friday. The minimum annual salary for this role is $75,000 per annum and the maximum offering would be $89,000 per annum.Based at 67 Hurstmere Road, Takapuna, Auckland with sweeping shoreline views of Rangitoto Island.

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process).

We are taking applications for this role from 25 November 2025 through until 11:59pm 10 December 2025.


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