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Investment Adviser

Employer
Ensure Recruitment
Location
Christchurch Christchurch Canterbury, New Zealand
Salary
Competitive Salary
Closing date
Jun 16, 2023

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Join a reputable Boutique Investment Firm as their next Investment Adviser in the team!
Do you already have three or more years of experience in sharebroking, funds management or investment markets and are looking for an opportunity to take control of your own career development?

A highly respected boutique investment firm which specialises in providing financial advice to retail investors, are seeking an Investment Adviser to join their growing team.

Full support is provided by the firm in the areas of compliance, marketing, research and ongoing training.

To be successful as an Investment Adviser for the firm, you will be able to demonstrate the following skills:
  • At least three to four years' experience in financial markets.
  • Relevant qualifications, or you are already working towards NZX accreditation and becoming a Financial Adviser (FA).
  • A professional approach to business.
  • Strong understanding of compliance.
  • Client and business development skills.
  • Excellent communication skills.
  • A passion for the share market, direct investing and active management.
  • Ability to synthesize complex financial and investment information.
  • Ability to navigate through complex CRM systems.
  • Proven client administration and work-flow management skills.
Assistance will be provided to grow your book, through the companies existing clients and your own marketing initiatives.

If you have experience attracting intergenerational wealth or providing financial advice to business leaders, trusts or estates that would be an added benefit to your journey with the firm.

I look forward to hearing from you if you are open to a new role in the market as an Investment Adviser in the Industry! Apply on the link provided or give me a call for a confidential discussion on 021 191 1101.

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