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Private Wealth Associate - Rotorua

QJumpers

Rotorua, Bay of Plenty, New Zealand Full Time June 23, 2026
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Opportunity Description

About the role

Due to an internal promotion, we are looking for an ambitious person looking to progress their career in the financial services industry. This role can progress into an Investment Adviser in the future for the right candidate therefore a person who has financial knowledge, can build networks and be focused on building a book of clients and wealth management is key!


Working alongside and supporting a team of highly successful Investment Advisers, the role of a Private Wealth Associate entails:

  • Supporting the business growth of our experienced Investment Advisers
  • Reviewing and analysing existing client portfolios
  • Daily portfolio monitoring and actions
  • Assisting with preparation of client proposals and recommendations
  • Preparing client reports
  • Co-ordinating the client review process on behalf of the Advisers
  • Client profiling and Investment Policy Statement production
  • Proce...
  • Full Time Financial Specialists

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