CAREERS

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
• 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 at functions and client networking events.  

About you

Ideally the successful candidate will be disciplined and keen to make their mark working for a highly successful firm. As such, you will have the following attributes:

• Hold a tertiary degree in either Finance, Commerce, Business or a related field
• Be a qualified Financial Adviser (Level 5 desirable), or studying towards;
• At least three years’ experience in a financial services environment or equivalent
• Have strong networking skills or a network of potential clients or can build relationships over time
• Analytical skills to identify sectors or localities where prospective clients can be accessed
• 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 as well as Microsoft Dynamics CRM 
• Well-developed data analysis experience with strong numerical 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. 

Although holding a Level 5 Certificate in Financial Services would be desirable, we are open to receiving applications from candidates who are working in a related field and who may not currently possess a relevant qualification and/or Level 5 Financial Services Certificate.

Benefits:

• Comprehensive health insurance, annual health check, flu vaccinations
• Craigs Community Day (annual paid volunteer day)
• Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers and additional paid Partner’s leave
• Additional week of leave (conditions apply)
• Other leave (such as sick, bereavement leave, and family violence leave) from your first day of work
• Long Service Leave
• Savings benefits and preferential insurance rates

About the Company

Craigs Investment Partners is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 20 offices located throughout the country and over 600 employees, we offer solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page – https://craigsip.com/careers 

How to apply

If you are interested in the role, please submit your application today. We will be interviewing suitable candidates as they apply.