Milford Asset Management is a New Zealand investment management firm that provides actively managed funds and wealth management solutions for retail, wholesale, and institutional investors across equities, fixed income, and diversified portfolios.
Job Title: Associate Wealth Advisor
Location: Wellington, New Zealand
Work Type: Full-time
About the Role
We are looking for an ambitious, analytical, and highly professional Associate Wealth Advisor to join our premier wealth management firm in Wellington. This role is a fantastic opportunity for an aspiring advisor looking to work alongside senior wealth professionals and accelerate their career path toward a full advisory role.
You will play an integral part in the client management cycle—conducting market research, preparing Statement of Advice (SOA) documentation, managing portfolio implementation, and keeping clients engaged. If you are deeply detail-oriented and possess a high level of financial acumen, you will thrive in our team.
Key Responsibilities:
Adviser Support: Work closely with Senior Wealth Advisors to manage client portfolios, prep for comprehensive financial reviews, and execute client investment strategies.
Financial Plan Preparation: Analyze client data, assets, risk profiles, and financial objectives to assist in drafting high-quality financial plans and Statements of Advice (SOA).
Portfolio Administration: Coordinate the onboarding of new clients, process trade executions, handle rebalancing requests, and ensure all fund transfers are flawlessly managed.
Compliance & Documentation: Maintain strict adherence to Financial Markets Authority (FMA) regulations and ensure client files are perfectly aligned with internal compliance standards.
Client Communication: Serve as a knowledgeable day-to-day point of contact for client operational queries, proactively solving issues to maintain high service scores.
What We Are Looking For:
Educational Foundation: A Bachelor's degree in Finance, Economics, Commerce, or a related discipline is highly preferred.
Industry Experience: 1–3 years of experience within financial planning, wealth management support, private banking, or investment operations.
Technical Proficiency: Prior exposure to financial planning modeling software and modern CRM databases. Advanced Microsoft Excel skills are an absolute must.
Pay: From $4,750.00 per month
Benefits:
Work Location: In person
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