Private Wealth Manager

Ensure Recruitment; Auckland; On-site; NZD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive remuneration

Career development

Supportive wealth team

Transition into holistic advice

Job summary

Ensure Recruitment in Auckland seeks a Private Wealth Manager to join a growing wealth management team. You will advise high‑net‑worth individuals and families, focusing on holistic private wealth solutions beyond stockbroking.

The role emphasizes investment strategy, planning, and long‑term relationship building with clients, with opportunities for career development and real progression into holistic financial advice.

Qualifications

• Experience in NZ investments, stockbroking, private wealth or financial advice.
• Strong understanding of financial markets and investment products.
• Experience working with high‑net‑worth clients.
• Excellent relationship management and communication skills.
• Interest in developing into a more holistic financial adviser.
• Relevant NZ financial advice qualifications.

Responsibilities

• Provide tailored investment strategy and portfolio management advice.
• Assist with wealth creation and preservation planning for clients.
• Support retirement planning and KiwiSaver related guidance.
• Conduct ongoing client reviews and relationship management.
• Help broaden advisory offering toward holistic private wealth guidance.

Skills

NZ investments

Stockbroking

Private wealth

Financial advice

Education

NZ financial advice qualifications

Job description

Ensure Recruitment – Auckland, North Island

Are you an experienced Stockbroker, Investment Adviser or Wealth professional looking for your next move?

We’re working with an established and growing New Zealand wealth management business looking for a Private Wealth Manager to join their Auckland team.
This is an excellent opportunity for someone with a strong investment background who wants to move beyond traditional stockbroking and develop a career in holistic private wealth advice.

You’ll work with HNW individuals, families and professionals, providing tailored advice across:

• Investment strategy and portfolio management
• Wealth creation and preservation
• Financial planning and long-term wealth strategies
• Ongoing client reviews and relationship management

Are you an experienced Stockbroker, Investment Adviser or Wealth professional looking for your next move?

We’re working with an established and growing New Zealand wealth management business looking for a Private Wealth Manager to join their Auckland team.
This is an excellent opportunity for someone with a strong investment background who wants to move beyond traditional stockbroking and develop a career in holistic private wealth advice.

You’ll work with HNW individuals, families and professionals, providing tailored advice across:

• Investment strategy and portfolio managementWealth creation and preservation
• Retirement planning
• KiwiSaver
• Financial planning and long-term wealth strategies
• Ongoing client reviews and relationship management

Your investment knowledge will be highly valued, but the opportunity is to broaden your advice offering and build deeper, long-term relationships with clients.

We’d love to hear from you if you have:

• Strong experience in NZ investments, stockbroking, private wealth or financial advice
• A solid understanding of financial markets and investment products
• Experience working with HNW clients
• Strong relationship management and communication skills
• An interest in developing into a more holistic financial adviser
• Relevant NZ financial advice qualifications

What’s on offer:

• Strong investment-led wealth proposition
• Supportive and experienced wealth team
• Opportunity to transition into holistic financial advice
• Genuine career development
• Competitive remuneration

If you’re curious about moving from stockbroking/investment advice into private wealth,