- Manage and grow a client base of High Net Worth Clients
- New Zealand's leading fund manager
- Proven track record of performance and strategic growth
Wealth Management plays a vital role within Milford Asset Management, a respected leader in the investment management industry, known for delivering exceptional outcomes to clients. With offices spanning Auckland, Sydney, Cambridge, Tauranga, Wellington, Christchurch, Wānaka, and Havelock North, Milford’s reach is extensive, and they are now looking to expand the team in Cambridge.
This newly created Wealth Adviser role provides an exciting opportunity to offer expert financial advice to Milford’s High Net Worth clients. As part of their growing team, you will support and contribute to expanding their presence across all Milford’s investment products in the Waikato region.
We are seeking an accomplished wealth management professional with experience in investment advice, share broking, fund management, or private banking in a financial adviser capacity. In this role, you will be responsible for nurturing existing relationships and driving new business by proactively engaging with clients and referrers to increase funds under management.
The Role
- Responsibility for servicing and retaining Milford’s Private Wealth clients
- A genuine passion for financial markets and a sound understanding of investment management
- Excellent interpersonal and written communication skills
- Demonstrated ability to build networks and cultivate relationships with both clients and professional referrers
- To be client focused and always act in the client’s best interest
About You
- Highly self-motivated investment professional, with a strong drive to deliver optimal outcomes
- Well-connected within the wider Cambridge/Waikato community
- Holder of the NZ Certificate in Financial Services (Level 5) – Investment Strand
- 5+ years of experience in Private Banking, Share Broking, or Wealth Advisory
This is an exciting opportunity for a high-achieving Financial Adviser (Private Wealth) to expand and manage their own client portfolio within a reputable and established brand. You will receive continuous training, mentoring, and professional development to ensure your long-term success.
A competitive salary, performance-based incentives, the opportunity for equity, along with a comprehensive benefits package will be offered to the successful candidate.
For further information regarding this unique opportunity, please contact Carlos Kirkwood-Ale on 022 186 1077 or carlos@dga.nz. To submit your interest, please press the Apply Now button.
