Wealth Management Associate -Hawkes Bay

Milford Wealth Management is an integral  part of Milford's investment management organisation with an  enviable reputation for delivering outstanding results to clients, staff and shareholders. This leading fund manager has offices in Auckland, Sydney , Cambridge, Tauranga, Wellington, Christchurch and Wanaka and  are looking to open a new office in Havelock North in the Hawkes Bay.

The appointment of a Wealth Management Associate is a key role, supporting the Advisor and to contributing to growth in the region. Ideally you will be someone who enjoys the financial markets, is currently employed in this type of role and has had experience in 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 as well as the quarterly and annual DIMS reporting. 
• 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 work load.

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 grow and develop a  high performing 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