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Private Wealth Advisor

 

 

  • Develop the South Island Office
  • Christchurch, New Zealand

 

Our client is a New Zealand owned specialised wealth advisory business and is a member of a select global investment advisory and management group that provides tailored investment solutions for families, foundations, trusts and other entities. The New Zealand business works with its global partners to provide trusted advice on financial markets, the full range of asset classes and initiatives outside the traditional asset classes including co-investment and venture capital.

 

Our client is licensed by the New Zealand Financial Markets Authority to provide financial advice services.

 

We are seeking an individual with experience in wealth management, merchant banking, investment and/or private wealth advisory to develop a select client network across the South Island.  Suitable applicants will have proven relationship and networking skills, financial acumen, probity and desire to build a select clientele as the next stage of their career journey.

 

The appointee will be supported with research, innovative investment products, processes and key local and international networks by the Auckland office. Comprehensive support is provided across all aspects of products, transactions, global networks, regulation, compliance, analysis, marketing and technology, enabling the appointee to be in the market, developing and managing the client relationships and the client service offering.

 

The business is well funded, strategic, discrete and agile. It is selective in the quality of its clients and those who partner and work with the company. The role offers autonomy to further your networks as a trusted advisor and supports you with a reputation for the delivery of bespoke solutions and connections with high net worth global partners.

 

 

 

  
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Confidential enquiries can be made to Graham Ewing or Lynell Bell of EQI Global on +64 3 377 7793 or email at search@eqiglobal.com

 

Expressions of interest for this role should include a cover letter and resume. All applications will be acknowledged via email from 10 January onwards.

 

Closing date for expressions of interest is Friday 4 February 2022.

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