Forsyth Barr Investment Services is a New Zealand wealth management and investment advisory firm that provides financial advice, portfolio management, and capital markets services to private, institutional, and corporate clients across New Zealand.
Job Title: Adviser & Broker Support
Location: Wellington, New Zealand
Classification: Banking & Financial Services / Administration & Support
About the Role
We are looking for an analytical, client-focused Retail Funds Consultant to drive the growth and onboarding of our managed funds and retail investment portfolios. This mid-level role is structured as an accessible advancement step for retail banking associates, customer service reps with strong financial aptitudes, or commerce graduates looking to launch a corporate wealth management career.
Operating out of our Wellington office, you will serve as the essential connection point between our retail investment distribution network and our internal portfolio operations, ensuring flawless asset deployment and maintaining high advisory service standards.
Key Responsibilities:
Fund Portfolio Optimization: Diagnose, review, and evaluate retail client managed fund allocations, recommending adjustments based on risk profiles and performance data.
Investment Application Management: Manage the end-to-end lifecycle of retail client fund submissions, KiwiSaver transitions, and account compliance tracking.
Performance Documentation: Draft clear, concise quarterly performance summaries, market update digests, and fund-specific client FAQs.
Operational Risk Escalation: Isolate account anomalies, complex transfer blocks, or strict compliance discrepancies, escalating them with comprehensive case notes to senior compliance and fund operations managers.
Client Onboarding & Education: Guide retail investors through wealth platform features, product disclosures, and custom investment configurations, translating dense market mechanics into clear value propositions.
What We Are Looking For:
Background: Background in wealth management support, retail banking operations, insurance distribution, or customer-centric financial services.
Systems & Tools: Practical familiarity with financial CRM software, secure investment registry tools, portfolio tracking systems, and spreadsheet reporting platforms.
Analytical Aptitude: Exceptional data-driven problem-solving instincts to systematically break down fund metrics, investment structures, and client asset distributions.
Articulate Delivery: Superb written and verbal communication skills, with a proven ability to explain complex market shifts, yield structures, and diversified asset classes clearly to everyday private clients.
Pay: From $6,000.00 per month
Benefits:
Work Location: In person
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