CAREERS

An ideal opportunity has arisen in our Christchurch branch for an ambitious person looking to progress their career in the financial services industry.  

About the role:

Working alongside two of our highly successful teams of Investment Advisers, the role of the Private Wealth Associate entails:

• 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
• Processing order transactions from Advisers and order monitoring
• Collating research and other client communications

Client relationship building and networking is also a component of this role and as such, you will assist with arranging and supporting the Advisers in out of hour’s functions and client networking events. 

About you:

This role will suit someone with a tertiary degree in either finance, commerce or business and/or holds a National Certificate in Financial Services Level 5 or NZ Certificate in Financial Services Level 5.  

Ideally the successful candidate will have the following attributes:

• At least three years’ experience in a financial services environment 
• A sound understanding of market terminology and knowledge of industry regulation
• An aptitude for complex IT systems and an excellent knowledge of MS Office products, particularly Excel, as well as Microsoft Dynamics CRM 
• Well-developed data analysis experience with strong numerical and spreadsheeting skills
• Excellent written and verbal skills in English
• Self-motivated and able to manage time and multi-task with the ability to handle deadlines and workload pressures
• The ability to learn new skills quickly and embrace new technology and systems. 

You will be mature and client focussed, and keen to make your mark on an already high performing team. 

If this sounds like you, then please submit your application now. Please note, for your application to be received you must complete the online company questionnaire. 

About us:

Craigs Investment Partners (CIP) is an award-winning investment advisory firm, which is one of the largest in New Zealand. With 19 offices located throughout the country and over 170 Investment Advisers, CIP offers solutions and advice to both private investors, corporate and institutional clients.

Non NZ Residents:

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