Financial Advisor, Auckland, NZ

Prestige IFA Jobs; Auckland; On-site; NZD 90,000 - 130,000; Full time

Benefits offered by this job

International relocation

Structured training

Career progression opportunities

Job summary

Prestige IFA Jobs, on behalf of a distinguished financial services client, seeks a Wealth Manager to join their expanding international team in Auckland. You will take a consultative approach, developing personalized financial plans and managing diverse client portfolios across global markets.

The role offers ongoing training, clear progression, and the chance to work with high-net-worth clients while meeting regulatory requirements and delivering exceptional client service.

Qualifications

• Minimum 3+ years of client-facing experience in wealth management or financial advisory.
• Proven track record in financial sales and client acquisition.
• Experience with high-net-worth clients is advantageous.

Responsibilities

• Building and expanding a client base (B2C).
• Managing and supporting client portfolios with ongoing advice.
• Identifying opportunities to grow assets under management (AUM).
• Conducting detailed financial reviews and developing tailored strategies.
• Recommending suitable financial products across investments, pensions, and protection.
• Monitoring global markets and assessing risks impacting client portfolios.
• Ensuring compliance with regulatory and legislative requirements.
• Providing a high level of ongoing client service and relationship management.

Skills

Analytical

Communication

Interpersonal

Professionalism

Self-motivated

Risk assessment

Education

NZ Level 5

UK Level 4 qualification

Degree in business/finance

Job description

About the Company

Our client is a distinguished, award-winning financial services firm with a strong focus on sustainability, client outcomes, and long-term wealth creation.With a culture built around continuous learning and professional development, the business provides advisors with the tools, training, and support needed to build successful careers.Their leadership team is committed to nurturing talent and helping individuals grow alongside the company’s ongoing international expansion.

Wealth Manager Opportunity (International)

Our client is seeking ambitious and driven Wealth Managers to join their expanding global team.This role offers the opportunity to manage diverse client portfolios, deliver personalized financial planning, and build long-term relationships while working within a forward-thinking, growth-oriented environment.

The Role

As a Wealth Manager, you will take a consultative and holistic approach to financial planning, helping clients achieve their long-term financial goals through tailored strategies.

• Building and expanding a client base (B2C)
• Managing and supporting client portfolios with ongoing advice
• Identifying opportunities to grow assets under management (AUM)
• Conducting detailed financial reviews and developing tailored strategies
• Recommending suitable financial products across investments, pensions, and protection
• Monitoring global markets and assessing risks impacting client portfolios
• Ensuring compliance with regulatory and legislative requirements
• Providing a high level of ongoing client service and relationship management

What We’re Looking For

Experience & Background

• Minimum 3+ years of client-facing experience in wealth management or financial advisory
• Proven track record in financial sales and client acquisition
• Experience with high-net-worth clients is advantageous

Qualifications

• NZ Level 5 qualification (required)
• UK Level 4 qualification (CISI/CII or equivalent) preferred or willingness to obtain
• Degree in business, finance, economics, or related field (or equivalent experience)

Skills & Attributes

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• High level of professionalism and integrity
• Self-motivated, ambitious, and target-driven
• Strong attention to detail and risk assessment capability

What’s on OfferCareer Development

• Support toward achieving further chartered qualifications
• Ongoing training and structured development programs
• Clear opportunities for career progression and internal mobility

Earnings & Incentives

• Competitive commission-based bonus structure
• Transparent earning potential linked to performance

Work Environment

• Collaborative, growth-focused culture
• Opportunities for international relocation or transfers
• Regular client and team engagement events

Who This Role Suits

• Are passionate about delivering high-quality, client-focused advice
• Thrive in a performance-driven, target-oriented environment
• Want to grow within an ambitious, expanding international firm
• Are committed to continuous learning and professional development

UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).