The Opportunity Reporting directly to the Head of Wealth (New Zealand), you will act as a trusted advisor to the executive leadership team. You will be the architect of stability during a period of significant change, driving a "Project Meridian" scale initiative that will reshape how thousands of New Zealanders manage their financial future. This role offers a rare opportunity to sit at the...
Are you a strategic delivery leader who thrives in the high‑stakes engine room of financial services? We are partnering with a premier global organisation to appoint a Senior Project Manager to lead a critical portfolio of operational transformations. This is not a standard IT delivery role; it is a mandate for a specialist execution lead to take ownership of complex fund installations, platform...
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 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...
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...
Cambridge Waikato Full time * Manage and grow a portfolio of clients in the Cambridge office * Proven track record of performance and strategic growth * Ability to develop quality relationships Wealth Management plays a vital role within Milford Asset Management, a respected leader in the investment management industry, known for delivering exceptional outcomes to clients. With offices...
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 wealth management startup in New Zealand seeks a Co-Founder (Sales & Growth) to join as an equity partner. This role focuses on leading commercial growth across NZ and Australia, shaping the go-to-market strategy, and driving client acquisition across various segments. Ideal candidates will have over 10 years of experience in wealth management/financial services, deep market knowledge, and a...
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 financial advisory firm in New Zealand is seeking an experienced Financial Adviser to join their Wealth Management team. In this role, you will provide tailored financial advice to clients and leverage your skills in relationship management and sales to drive new business. The firm offers a supportive environment with benefits like health insurance and wellness contributions, promoting personal...
A respected wealth management firm in Auckland is looking for a Senior Wealth Adviser to manage and grow a portfolio of high net worth clients. This role requires several years of experience in financial services and a strong ability to communicate financial strategies. The firm offers a supportive environment for professionals motivated to build lasting client relationships and develop their...
A leading wealth management firm seeks a Senior Manager Wealth to drive growth and performance in Wellington and South Island. This role will empower a team of advisors, focusing on tailored client solutions and strong regulatory compliance. The successful candidate will have proven leadership experience and the ability to develop and execute strategic plans aligned with the organisation's goals,...
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...
We are partnering with a respected wealth management firm in Auckland that is seeking a Senior Wealth Adviser to join their team. This role is a genuine next step for someone who has spent a few years in the industry and is looking for greater client interaction, exposure to senior advisory work, and the opportunity to shape a long‑term career. This is an ideal opportunity for someone coming out...
A leading investment advisory firm in Auckland is seeking a Senior Wealth Product Specialist. This full-time permanent role involves managing compliance and documentation for financial service products. Ideal candidates have at least 5 years in financial services, a tertiary qualification, and strong problem-solving skills. The role offers benefits like health insurance and flexible work options...
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...
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...
Senior Wealth Product Specialist - Auckland - Permanent - Closes: 11/02/26 About the role Craigs Investment join the Product Team as a Senior Wealth Product Specialist. Based in our central Auckland office, this full‑time permanent role is suited to someone with proven financial services/wealth management experience and knowledge of associated products. The role facilitates the management of...
A leading investment advisory firm in Auckland is seeking a Senior Wealth Product Specialist to manage financial services products and ensure compliance with regulatory standards. The ideal candidate will have at least 5 years of experience in financial services, possess strong problem-solving skills, and the ability to collaborate effectively. This full-time role offers comprehensive health...
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...