Private Wealth Associate jobs

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...

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...

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

About the job Private Capital Group (PCG) is a private credit fund manager, with its head office based in Queenstown, New Zealand. We are an active middle‑market corporate direct lender with a flexible investment mandate and committed capital. Our focus is on originating and managing senior secured lending opportunities, providing tailored acquisition, growth, and leveraged finance solutions to...

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...

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...

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...

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 that would suit someone with proven financial services / wealth management experience and knowledge of associated products. The role...

A private credit fund manager in Queenstown is seeking corporate finance professionals with 2 to 8 years experience in leveraged finance, corporate finance advisory, or private capital investing. The role includes responsibilities in loan origination, execution, and portfolio management. Candidates should be analytical, motivated, and thrive in a high-performance culture. This opportunity offers...

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...

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...

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...

1 day ago Be among the first 25 applicants OverviewCalling 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...

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...