Our client, a leading Fund Manager is looking to appoint a Wealth Management Associate in their Auckland office to support the Advisors. This is a contract role and ideally you will be someone who enjoys the financial markets, has experience in this type of role or within the financial services industry.

The role:

• Servicing of new and existing clients and being the main point of contact both in person and by email for account opening, onboarding and queries.
• Providing day to day support to the Advisors and working closely with the operations team who complete client transactions.
• Put together investment packs for clients, maintain accurate client records and ensure KYC/AML compliance.
• Organising regional events and road shows and liaising with other Associates on the execution of these events.
• General administration, support and covering of other Wealth management Associates both regionally and in Auckland during leave or periods of high workload.

The Person:

• An understanding of the investment advice market and services they provide to clients.
• Tertiary qualified with strong knowledge of Outlook, Excel, PowerPoint and Word.
• Be a "people person" with the ability to build long term client relationships.
• Have excellent organisational skills and administrative capability.

This is an exciting opportunity for someone with financial services experience to join a high performing team successful advisory team.
For further information please contact Tonia Calderwood on 09 358 0888 or email your CV in Word format to tonia.calderwood@dga.nz