Craigs Investment Partners (CIP) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 160 Investment Advisers, CIP offers solutions and advice to both private investors, corporate and institutional clients.
Based in our central Auckland office, the role of the Quality of Advice (QOA) team at CIP is to assist our Investment Advisers provide the highest possible standard of service to our clients.
We have a new position in the team for a Senior Private Wealth Specialist. This will be a busy role with a key focus on helping and training Advisers with both the advice process and complex investment issues.
You will provide guidance on portfolio construction, advice suitability and ongoing portfolio management. You will also undertake adviser checks and review documentation for new clients (e.g. Client Discovery and Investment Policy Statements) with a view to ensuring they are appropriate for the client’s objectives and risk profile.
In addition, the QOA Senior Private Wealth Specialist will conduct research and write training modules for Adviser’s continuing professional development (CPD), delivered via our in house training platform and also have a keen eye on delivering ongoing process improvement.
The ideal candidate would possess the following:
If you have a genuine drive to ensure clients have the very best outcomes, we would be keen to hear from you.
Non NZ Residents
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