Private Wealth Assistant jobs

Our Gisborne team are looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all important first impression of the Craigs brand. About the role Based in our Gisborne branch, this is a permanent full-time position working 8:30am to 5:00pm, Monday to Friday. Private Wealth Assistants provide administrative and organisational support to our Investment...

A global investment firm is seeking a Private Client Director in New Zealand focused on business development within a remote work structure. You will engage high-net-worth investors, presenting tailored wealth management solutions. With over 5 years of experience required and a strong support system, you can expect comprehensive training and exceptional benefits including paid healthcare. This...

Full Time Application Closes 06 Feb **** Gisborne - Gisborne Office and Administrative Support Worker

About Keam Standen Keam Standen is a respected, long-standing law firm in Tauranga, renowned for our skill, reliability, and genuine care for clients. Our team culture is our greatest strength: collaborative, supportive, and committed to both professional excellence and personal wellbeing. We value relationships, continuous learning, and making a positive impact for our clients and...

About The Role Craigs Investment Partners (Craigs) is looking for a detail-oriented team player with experience in wealth management to join the Product Team as a Senior Wealth Product Specialist. Based in our central Auckland office, this full-time permanent role is suited for someone with proven financial services / wealth management experience and knowledge of associated products. The role...

The Senior Manager Wealth will drive the growth, performance, and delivery of wealth advisory services through tailored regional strategies. Working closely with the GM Managed Funds, this role leads the development and execution of strategic plans for the Wellington and South Island markets, attracting new clients, enhancing service offerings, and achieving ambitious growth and performance...

Job Description Candidate should be able to source and advise HNI Clients in the Equity, Mutual Funds & IPO segment. Understanding client needs in Private Equity, Preferential issues, block investments and forex portfolio and able to do independent study of equities and research. Job involves Acquisition & Advising clients all major asset classes. It involves managing their wealth, good equity...

Adviser Wealth Quality Assurance - Plan Writer page is loaded## Adviser Wealth Quality Assurance - Plan Writerlocations: New Zealandtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 26, 2026 (7 days left to apply)job requisition id: JR106441Wealth Advice Quality Manager (Plan Writer) 6 month fixed-term, fulltime role - Monday to Friday Can be based at our office...

About Keam Standen Keam Standen is a respected, long-standing law firm in Tauranga, renowned for our skill, reliability, and genuine care for clients. Our team culture is our greatest strength: collaborative, supportive, and committed to both professional excellence and personal wellbeing. We value relationships, continuous learning, and making a positive impact for our clients and...

A global investment firm is seeking a Private Client Director in New Zealand focused on business development within a remote work structure. You will engage high-net-worth investors, presenting tailored wealth management solutions. With over 5 years of experience required and a strong support system, you can expect comprehensive training and exceptional benefits including paid healthcare. This...

Adviser Wealth Quality Assurance - Plan Writer page is loaded## Adviser Wealth Quality Assurance - Plan Writerlocations: New Zealandtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 26, 2026 (7 days left to apply)job requisition id: JR106441Wealth Advice Quality Manager (Plan Writer) 6 month fixed-term, fulltime role - Monday to Friday Can be based at our office...

A prominent investment advisory firm in Gisborne is seeking a Private Wealth Assistant to support Investment Advisers with administrative tasks, client transactions, and regulatory compliance. Candidates should have strong organizational skills, adaptability to new systems, and experience in a financial services environment is a plus. The role involves managing client files, preparing...

Adviser Wealth Quality Assurance - Plan Writer page is loaded## Adviser Wealth Quality Assurance - Plan Writerlocations: New Zealandtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 26, 2026 (7 days left to apply)job requisition id: JR106441Wealth Advice Quality Manager (Plan Writer) 6 month fixed-term, fulltime role - Monday to Friday Can be based at our office...

A global investment firm is seeking a Private Client Director in New Zealand focused on business development within a remote work structure. You will engage high-net-worth investors, presenting tailored wealth management solutions. With over 5 years of experience required and a strong support system, you can expect comprehensive training and exceptional benefits including paid healthcare. This...

OverviewCraigs Investment Partners (Craigs) is looking for a detail-oriented team player with experience in wealth management to join the Product Team as a Senior Wealth Product Specialist. Based in our central Auckland office, this full-time permanent role would suit someone with proven financial services / wealth management experience and knowledge of associated products.The role facilitates...

A global investment firm is seeking a Private Client Director in New Zealand focused on business development within a remote work structure. You will engage high-net-worth investors, presenting tailored wealth management solutions. With over 5 years of experience required and a strong support system, you can expect comprehensive training and exceptional benefits including paid healthcare. This...

A global investment firm is seeking a Private Client Director in New Zealand focused on business development within a remote work structure. You will engage high-net-worth investors, presenting tailored wealth management solutions. With over 5 years of experience required and a strong support system, you can expect comprehensive training and exceptional benefits including paid healthcare. This...

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring New Zealand high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar...

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring New Zealand high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar...

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring New Zealand high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar...