Client Adviser - Wealth Management

KPI Recruitment; Auckland; On-site; NZD 80,000 - 110,000; Full time

Job summary

KPI Recruitment is assisting in placing a Client Adviser in Auckland, New Zealand. You will manage a portfolio of direct and workplace clients, delivering high-quality financial advice across KiwiSaver, retirement and investment products.

This performance-focused role emphasizes client retention, portfolio growth, activity, and advisory quality, with collaboration across internal teams to ensure a seamless client experience.

Qualifications

• Experience providing financial advice or managing financial services client relationships.
• Strong knowledge of KiwiSaver, investments and retirement products.
• Ability to grow and retain a client portfolio and manage higher-value relationships.

Responsibilities

• Manage and grow an established portfolio of direct and workplace clients.
• Deliver high-quality, compliant financial advice across KiwiSaver, retirement and investment products.
• Build trusted, long-term relationships through proactive client engagement.
• Identify opportunities to retain, grow and deepen existing client relationships.
• Educate clients on financial products and investment options in clear language.
• Meet targets across portfolio growth, retention, activity and advice quality.
• Create new opportunities and leads through effective client conversations.
• Maintain accurate client records and advice documentation per regulations.
• Collaborate with internal stakeholders to deliver strong client outcomes.
• Stay across regulatory developments and industry trends.

Skills

Financial advice

Client relationships

KiwiSaver

Investments

Retirement planning

Education

New Zealand financial advice qualification

Job description

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Are you an experienced financial services professional who enjoys building strong client relationships and helping people make confident decisions about their financial future?

This is an opportunity to join a leading New Zealand wealth management business as a Client Adviser, providing high-quality financial advice across KiwiSaver, retirement and investment solutions.

Working with an established portfolio of direct and workplace clients, you'll combine proactive relationship management with quality financial advice to retain, grow and deepen client relationships.

Are you an experienced financial services professional who enjoys building strong client relationships and helping people make confident decisions about their financial future?

This is an opportunity to join a leading New Zealand wealth management business as a Client Adviser, providing high-quality financial advice across KiwiSaver, retirement and investment solutions.

Working with an established portfolio of direct and workplace clients, you'll combine proactive relationship management with quality financial advice to retain, grow and deepen client relationships.

About the role

As a Client Adviser, you'll manage your own portfolio of clients through a combination of phone-based and in-office advisory conversations.

You'll work with clients to understand their goals, explain their options and provide clear, compliant financial advice across KiwiSaver, retirement and investment products.

This is a performance-focused position where success will be measured across client retention, portfolio growth, activity, advice quality and client satisfaction.

You'll also work closely with BDMs, Sales, Customer Services, Product and other internal teams to ensure clients receive a seamless experience.

Key responsibilities

• Manage and grow an established portfolio of direct and workplace clients.
• Deliver high-quality, compliant financial advice across KiwiSaver, retirement and investment products.
• Build trusted, long-term relationships through proactive client engagement.
• Identify opportunities to retain, grow and deepen existing client relationships.
• Educate clients on financial products and investment options in clear, easy-to-understand language.
• Meet agreed targets across portfolio growth, retention, client activity and advice quality.
• Create new opportunities and leads through effective client conversations.
• Maintain accurate client records and advice documentation in line with regulatory and internal requirements.
• Collaborate with internal stakeholders to deliver strong client outcomes.
• Stay across regulatory developments, industry trends and changes within the investment and retirement market.

About you

You'll ideally already have experience within wealth management, KiwiSaver, investments, retirement planning or financial advice and be comfortable managing a busy portfolio of clients.

You'll also bring:

• Previous experience providing financial advice or managing financial services client relationships.
• A strong understanding of KiwiSaver, investments and retirement products.
• Experience working with complex or higher-value client relationships.
• A demonstrated ability to grow and retain a client portfolio.
• Confidence conducting advice conversations over the phone and in person.
• Strong commercial awareness and the ability to identify opportunities within an existing client base.
• Excellent communication skills and the ability to make complex financial concepts simple.
• Strong organisation and time-management skills.
• A results-focused mindset and comfort working toward defined KPIs and activity targets.
• A genuine focus on delivering quality client outcomes.
• A relevant New Zealand financial advice qualification, with the ability to provide regulated financial advice.

Why consider this opportunity?

You’ll be joining an established and respected wealth management organisation where you’ll have the opportunity to work with an existing client portfolio while continuing to develop your career within financial advice.

This could be an excellent next move for an Adviser who enjoys the combination of relationship management, investments, client education and commercial growth and wants to be part of a collaborative, high-performing financial services environment.