Wealth Advisor - Trusted, Long-Term Client Guidance

Syft Technologies; Wellington; Hybrid; NZD 90,000 - 140,000; Full time

Job summary

Chris Lee & Partners in Paraparaumu is seeking an experienced Wealth Advisor to join the Wealth Management team. You will manage a loyal client base, provide tailored investment guidance, and contribute to long-term financial planning with a calm, client-first approach.

The role emphasizes relationship-driven advice, collaboration with support staff, and periodic client meetings across New Zealand. A stable, family-owned advisory firm with a strong track record offers a collaborative work

Qualifications

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

Responsibilities

• 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.

Skills

Wealth management

Financial advice

Client relationships

Investments knowledge

Job description

Chris Lee & Partners in Paraparaumu is seeking an experienced Wealth Advisor to join the Wealth Management team. You will manage a loyal client base, provide tailored investment guidance, and contribute to long-term financial planning with a calm, client-first approach.

The role emphasizes relationship-driven advice, collaboration with support staff, and periodic client meetings across New Zealand. A stable, family-owned advisory firm with a strong track record offers a collaborative work