CAREERS

Quality of Advice Senior Private Wealth Specialist

Applications Closed

Auckland - Central Auckland

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:

  • Relevant qualification in finance, commerce or business 
  • Preferably a CFA or NZ Certificate in Financial Services Level 5
  • Thorough understanding of portfolio management concepts 
  • At least ten years’ experience in financial services industry (with a focus on portfolio construction, investment management and financial advice)
  • Excellent written and verbal communication skills 
  • Strong knowledge of financial markets and the investment advice process
  • Understanding of the financial services regulatory framework
  • Preferably some experience with key systems, e.g. client relationship systems (CRM), optimisers, portfolio builders, research tools, portfolio projection tools
  • Strong MS Word and Excel skills

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

International enquiries are welcomed. However, currently the New Zealand borders are closed for all but critical travel. Please ensure you check New Zealand government's dedicated COVID 19 website (https://covid19.govt.nz/) for up to date information on these restrictions and applicable exemptions.