Wealth Advisor

Syft Technologies; Paraparaumu; Vor Ort; NZD 90.000 - 130.000; Vollzeit

Zusammenfassung

Chris Lee & Partners, based in Paraparaumu, is seeking an experienced Wealth Advisor to join its Wealth Management team. You will manage a loyal client base, deliver personalised investment advice, and nurture long-term relationships while travelling 1–2 days per month to meet clients across New Zealand.

The ideal candidate has several years in wealth management, a calm, client-first approach, and a genuine passion for markets.

Qualifikationen

• Several years’ experience in wealth management, financial advice, investments and/or private banking.
• Strong relationship-building skills across a variety of client profiles.
• Sound knowledge of investment markets, products and portfolio formation.
• A calm, patient, client-first approach.
• Genuine interest and passion for the markets and a desire to keep learning

Aufgaben

• Managing and growing a portfolio of priority wealth-management clients, ensuring retention and satisfaction.
• Providing personalised investment and wealth advice aligned to each client’s goals, risk tolerance and income needs.
• Deepening relationships and identifying opportunities to strengthen and grow client portfolios.
• Writing investment plans and delivering regular proactive communication - phone, email, and in-person.
• Working closely with the advisor and support team to deliver exceptional client and commercial outcomes.
• Travelling 1–2 days per month to meet clients around New Zealand

Kenntnisse

Wealth management

Relationship building

Investment knowledge

Calm patient approach

Market interest

Jobbeschreibung

Wealth Advisor

Department: Wealth Management

Employment Type: Full Time

Location: Paraparaumu

Description

Wealth Advisor – Chris Lee & Partners

(Paraparaumu, Kapiti Coast)

Independent advice. Long-term relationships. Trusted for over forty years.

Chris Lee & Partners is a family-owned, well-established investment advisory firm based on the sunny Kapiti Coast. For more than four decades they have helped New Zealander’s build wealth, prepare for retirement, and generate reliable income through personalised, transparent financial advice.

About the role and team

To support the Wealth Management arm of the business, there is a unique and exciting opportunity for an experienced Wealth Advisor to join the close-knit team of eight. You’ll step into a stable, loyal client base and play a key role in delivering the proactive, relationship-driven advice this great local business is known for.

Some of the best parts of this role include:

• Working alongside a genuinely welcoming, positive and long-tenured team
• Join a family-run business with a relaxed, down-to-earth culture
• Clients who value trust, patience, clarity and long-term guidance
• Office based in beautiful Paraparaumu Beach location, with easy commuting from Wellington (against the traffic)

What you’ll be focused on

• Managing and growing a portfolio of priority wealth-management clients, ensuring retention and satisfaction
• Providing personalised investment and wealth advice aligned to each client’s goals, risk tolerance and income needs
• Deepening relationships and identifying opportunities to strengthen and grow client portfolios
• Writing investment plans and delivering regular proactive communication - phone, email, and in-person
• Working closely with the advisor and support team to deliver exceptional client and commercial outcomes
• Travelling 1–2 days per month to meet clients around New Zealand

What you’ll bring

• Several years’ experience in wealth management, financial advice, investments and/or private banking
• Strong relationship-building skills, across a variety of different client profiles
• Sound knowledge of investment markets, products and portfolio formation
• A calm, patient, client-first approach
• Genuine interest and passion for the markets and a desire to keep learning

Why join?

You’ll enjoy this role if you value long-term relationships, clear communication, and the satisfaction of helping clients understand their investments and feel confident about their financial future. If you’re an experienced advisor who values independence, integrity and long-term client relationships, you will thrive in this role.