New Zealand – Financial Services (IFA)
Our client represents a distinguished, sustainable, and award-winning company dedicated to enhancing the lives and financial well-being of their clientele.
They seek Investment Advisory Wealth Managers to embark on their journey of sustained growth. Offering not only the opportunity to oversee diverse portfolios but also a wealth of training, ongoing career advancement, and the chance to evolve alongside the company. Rooted in the belief that training is fundamental, the CEO fosters a culture of continuous career support, nurturing employee aspirations.
Their ethos centers on diligence and empowering individuals to prosper, fostering a thriving career path. As a dynamic and ambitious entity, they are rapidly expanding and seek individuals eager to learn and develop within this trajectory. Their foremost commitment is to provide personalized, impartial financial counsel to each client.
In the role of Wealth Manager, you will guide numerous clients in financial management. With licenses spanning multiple countries and access to cutting-edge industry advancements, you’ll craft personalized strategies to nurture your clients’ financial well-being. Building robust client relationships, you’ll aid in making informed decisions by offering investment advisory services tailored to individual needs.
Employing a consultative approach, you’ll meticulously gather information about clients’ objectives and circumstances, tailoring strategies using an array of financial tools. Embracing a holistic methodology, you’ll cater to clients’ complex needs, providing a trusted advisory service.
Key Responsibilities:
- Cultivate and expand a clientele base (B2C).
- Provide ongoing support and management for client portfolios, fostering trust and personalized advisory.
- Enhance AUM by identifying financial needs and advising on opportunities.
- Conduct comprehensive reviews to understand clients’ personal and financial requirements, delivering tailored wealth management solutions.
- Offer needs-based solutions through effective communication and influence.
- Continuously assess potential impacts and risks for clients, leveraging global market insights.
- Recommend a full spectrum of financial products and services.
- Provide personalized advice on various wealth management avenues.
- Stay abreast of legislative and quality requirements, ensuring compliance.
- Undertake general administrative duties as necessary.
Requirements:
- NZ level 5 qualification
- Degree or equivalent experience in business, finance, economics, or management.
- Strong service orientation with analytical prowess and attention to detail.
- UK level 4 advisory qualification preferred or a commitment to obtaining it.
- Experience in managing high net worth clients desirable but not essential.
- Familiarity with investment, offshore products, fintech, bonds, or pension products advantageous.
- Trustworthy, financially astute, team-oriented professional committed to top-tier service.
- Strong judgment and attention to detail in assessing investment risks.
- Demonstrated track record in financial sales.
- Ambitious, success-driven, and target-oriented.
Company Benefits:
- Opportunity for further relevant chartered qualifications.
- Diverse career progression opportunities.
- Potential for location transfers.
- Competitive commission bonuses with transparent structures.
- Comprehensive individual and team training programs.
- Client and employee engagement events.
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or NZ equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
Daniel van Niekerk
Welcome to Prestige IFA Jobs, the premier international wealth management recruitment service. Since our establishment in 2016, we have earned a reputation as the go-to choice for discerning international wealth management and investment advisory firms around the world. At Prestige IFA Jobs, we redefine the art of headhunting in our industry. We stand unrivaled, leading the way with our unique approach and unmatched expertise. No one does what we do quite like us. Our commitment goes beyond simply matching a qualified candidate with a good IFA firm. We believe in finding the perfect synergy between candidate and company. With our extensive background in personal financial advisory across multiple countries, we take the time to deeply understand our candidates and our clients. So, when things go wrong, don't go wrong with them...because the successful warrior is the average man, but with laser focus.
