Private Wealth Manager

Private Wealth Manager

10-9-26    Auckland / Permanent

Are you an experienced Stockbroker, Investment Adviser or Wealth professional looking for your next move?

We’re working with an established and growing New Zealand wealth management business looking for a Private Wealth Manager to join their Auckland team.
This is an excellent opportunity for someone with a strong investment background who wants to move beyond traditional stockbroking and develop a career in holistic private wealth advice.

You’ll work with HNW individuals, families and professionals, providing tailored advice across:

• Investment strategy and portfolio management
• Wealth creation and preservation
• Retirement planning
• KiwiSaver
• Financial planning and long-term wealth strategies
• Ongoing client reviews and relationship management

Your investment knowledge will be highly valued, but the opportunity is to broaden your advice offering and build deeper, long-term relationships with clients.

We’d love to hear from you if you have:

• Strong experience in NZ investments, stockbroking, private wealth or financial advice
• A solid understanding of financial markets and investment products
• Experience working with HNW clients
• Strong relationship management and communication skills
• An interest in developing into a more holistic financial adviser
• Relevant NZ financial advice qualifications

What’s on offer:

• Strong investment-led wealth proposition
• Supportive and experienced wealth team
• Opportunity to transition into holistic financial advice
• Genuine career development
• Competitive remuneration

If you’re curious about moving from stockbroking/investment advice into private wealth, 
Apply now or get in touch for a confidential discussion.
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