106 precision wealth management jobs in New Zealand

Medical and Life insurance package included

Exciting opportunity to join one of NZs leading corporate supervisors and trustees

subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)

Featured

Listed twenty eight days ago

Operations Analyst - Investment Services

New to you

This is a Full time job

at Cultivate – SEEK Medium Agency of the Year 2023 & 2024

Work with alternative investments and private wealth clients
Join a collaborative team at the heart of JBWere operations
Develop specialist investment operations and reporting expertise

Help deliver exceptional outcomes for private wealth clients through investment operations, data integrity and reporting excellence.

subClassification: SettlementsSettlements classification: Banking & Financial Services(Banking & Financial Services)

28d ago•Expiring

Listed one day ago

Executive Business Support Manager

at TVNZ

New to you

This is a Full time job

Auckland

Base salary,Mobile/Broadband Allowance

You'll drive operational excellence-spanning finance,governance,compliance and cross-functional delivery-keeping everything aligned & moving forward

subClassification: OtherOther classification: Administration & Office Support(Administration & Office Support)

1d ago

Listed eleven days ago

Financial Services - Operations

New to you

This is a Contract/Temp job

$34 per hour + 8% holiday pay

Auckland locations with hybrid working potential
Full-time temp assignments, paid weekly through Cultivate
Build your financial services expertise and widen your network

Spot anomalies, investigate exceptions, resolve complexity. Your next temp opportunity with a leading financial institution awaits!

Recruited byChelsea Widjaja

subClassification: Compliance & RiskCompliance & Risk classification: Banking & Financial Services(Banking & Financial Services)

11d ago

Listed seventeen hours ago

Adviser Engagement Consultant - Investments

at Wealthpoint Limited

New to you

This is a Full time job

Supportive culture where relationships, collaboration and integrity matter
Work with highly experienced investment and financial services professionals
Ongoing professional development and career growth

Combine your relationship building skills with your interest in investments and join Wealthpoint to help shape the future of investment advice.

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

17h ago

Listed five days ago

Investment Operations Associate

Christchurch Central, Canterbury

New to you

This is a Full time job

Work in the heart of Christchurch
Learn and grow in financial services
Support advisers and clients nationwide

Join our Investment Operations team and support the administration of Consilium's products and services.

subClassification: Funds ManagementFunds Management classification: Banking & Financial Services(Banking & Financial Services)

5d ago

Listed twenty five days ago

AML/CFT Specialist

at Trust Integrity and Compliance Limited

New to you

This is a Full time job

Take the next step in your AML/CFT career. Conduct due diligence, assess risk, and help protect customers and meet compliance obligations.

subClassification: Compliance & RiskCompliance & Risk classification: Banking & Financial Services(Banking & Financial Services)

25d ago•Expiring

Listed twelve hours ago

Financial Adviser - Pathway into the industry!

at Enva Financial

New to you

This is a Full time job

$60,000 + Regular bonuses

Full training provided to set you up in a financial advisory career
Excellent referrals and lead generation system to bring the clients to you
Career progression pathways that move Advisors into leadership opportunities

Fast paced role with a commitment to helping people join the industry

subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)

12h ago

Listed four days ago

Financial Adviser - pathway into the industry!

at Enva Financial

New to you

This is a Full time job

$60,000 base pay plus regular bonus / commission

Become a Financial Adviser for start 2027!
Excellent referrals and lead generation system to bring the clients to you
Career progression pathways that move Advisors into leadership opportunities

Exciting, fast-paced role where we train and equip entry level Financial Advisers to earn well and set them up for future leadership opportunities

subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)

4d ago

Listed thirteen days ago

Financial Adviser - Retirement Coach

at KPI Partners

New to you

This is a Full time job

Help clients make informed decisions about KiwiSaver, investments and retirement
$100K-$110K base salary plus bonus, 6% KiwiSaver and insurance benefits
Up to 2-3 days working from home following onboarding and training.

Use your experience in KiwiSaver, banking, wealth management, insurance or client relationship management to help Kiwis prepare for retirement!

Recruited byEttienne Erasmus

subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)

13d ago

Listed fourteen days ago

Systems Support Analyst

New to you

This is a Full time job

Work with critical wealth management & investment platforms
Own support for APIs, CRM and order management systems
Join a high-performing financial services technology team

Support the technology platforms that power wealth management, investment operations and client servicing across our business.

subClassification: Business/Systems AnalystsBusiness/Systems Analysts classification: Information & Communication Technology(Information & Communication Technology)

14d ago

Listed thirteen days ago

Client Manager

at Perpetual Guardian

New to you

This is a Full time job

Medical and Life insurance package included

Exciting opportunity to join one of NZs leading corporate supervisors and trustees

subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)

13d ago

Listed five days ago

Advisor Associate/Paraplanner

at Cleary Wealth Management

New to you

This is a Full time job

$80,000 – $120,000 per year

Small collaborative team
Learn from the best

Work closely with the Director, offering a unique position to deepen your technical knowledge and advance your career in wealth management.

subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)

5d ago

Listed seven days ago

Investor Relations Officer

at General Finance Ltd

New to you

This is a Full time job

Customer-focused Investor Relations Officer supporting investors and managing term deposit products.

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

7d ago

Listed thirteen days ago

Support Administrator

at RIVAL Wealth

New to you

This is a Part time job

Masterton, Wellington

Join Our Award-Winning Financial Advice Team!

subClassification: Administrative AssistantsAdministrative Assistants classification: Administration & Office Support(Administration & Office Support)

13d ago

Listed six days ago

Entry Level Financial Adviser

at Foxplan Limited

New to you

This is a Full time job

at Debbie Graham & Associates Limited

FoxPlan is a Wellington based financial services firm, and we are looking for individuals to join our awesome Financial Adviser Program!

subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)

6d ago

Listed one day ago

Client Services - 12-month contract (18 hours a week)

New to you

This is a Part time job

Mount Maunganui, Bay of Plenty

Leading Wealth Management Co
Provide exceptional front line service to new and existing clients
Maternity cover (18 hours a week)

Bring your strong client service focus and excellent communication skills to this leading fund manager.

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

1d ago

Listed nineteen days ago

Regional Manager Wealth

at JOYN

New to you

This is a Full time job

Auckland(Hybrid)

Join one of NZ’s leading wealth managers with a strong client first approach
Be part of a collaborative, high performing team that values growth and impact
Lead regional performance and shape meaningful outcomes for clients and advisers

Drive regional growth, lead and develop a high performing multi disciplinary team, and deliver standout client experiences

subClassification: ManagementManagement classification: Banking & Financial Services(Banking & Financial Services)

19d ago

Listed nineteen days ago

Financial Adviser - New to Industry

at Haven Advisers

New to you

This is a Full time job

$80,000-120,000+ year 1 (building to $180k+ yr 3)

Incredible earning potential with a company that collaborates and rewards
We have an industry-led gold standard training programme to ensure you do well
Career progression pathways that move Advisors into leadership opportunities

Time for a career shift? We are looking to help driven professionals enter the Financial Services industry!

subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)

19d ago

Listed nineteen hours ago

Private Wealth Assistant - Tauranga

at Craigs Investment Partners

New to you

This is a Full time job

Tauranga Central, Bay of Plenty

A multi-award winning investment advisory firm
Varied role in a fast-paced environment with continuous learning opportunities
Great benefits including comprehensive medical insurance

An exciting opportunity to join our Private Wealth advisory team - work with top Investment Advisers in a collaborative environment. Apply now!

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

19h ago

Listed twenty eight days ago

Senior Client Manager

at Perpetual Guardian

New to you

This is a Full time job

Medical and Life insurance package included

Medical and Life Insurance
Learn about inter-generational wealth on the job!
Be part of a supportive, purpose-driven team

Exciting opportunity to join NZs leading provider in Estate Planning, Family Office and Investment Advisory

subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)

28d ago•Expiring

Listed twenty two days ago

Enablement Specialist - SBS Wealth

at SBS Wealth

New to you

This is a Full time job

Strategically important role for SBS Wealth
Reporting to, and having visibility with, Senior Management of SBS Wealth
An opportunity to help shape and design this growth channel

This role offers you the opportunity to help shape how adviser activation is delivered as this very important channel for SBS Wealth grows.

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

22d ago

Listed twenty nine days ago

Payment Services Officer

at Computershare

New to you

This is a Full time job

Takapuna, Auckland(Hybrid)

Advance your career in payments and settlements with a global leader. Enjoy hybrid working, great benefits and career growth.

subClassification: SettlementsSettlements classification: Banking & Financial Services(Banking & Financial Services)

29d ago•Expiring

Listed six days ago

Client Services Specialist

at Lifetime Retirement Income

New to you

This is a Full time job

An opportunity to grow and expand your skills with a growing innovative team.
Supportive, down-to-earth colleagues and a modern CBD office.
A central role in a purpose-led New Zealand financial services business.

This is a fantastic role in growing NZ business supporting Kiwi's in retirement. We are a small, experienced team focused on great customer outcomes.

subClassification: SettlementsSettlements classification: Banking & Financial Services(Banking & Financial Services)

6d ago

Listed four days ago

Adviser Assistant - Cambridge

at Forsyth Barr Limited

New to you

This is a Full time job

Cambridge, Waikato

Opportunity to work for a well regarded New Zealand owned firm
Competitive remuneration package
Diverse and Challenging work

This is a rare opportunity for someone to join our great team in our Cambridge office.

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

4d ago

Listed thirteen days ago

Associate Client Adviser

at AMP Services (NZ) Ltd

New to you

This is a Full time job

at Debbie Graham & Associates Limited

Make your mark in a well-known, trusted business
Join a dynamic team passionate about our customers & sustainable investing
Hybrid working

Join a business focused on helping more kiwis achieve financial happiness and be part of a supportive and collaborative team.

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

13d ago

Listed fifteen days ago

Client Services Associate - Client Engagement

New to you

This is a Full time job

Leading Wealth Management Co
Provide exceptional front line service to new and existing clients
Auckland CBD

Bring your strong client service focus and excellent communication skills to this leading fund manager.

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

15d ago

Listed fifteen days ago

Advice Assurance Specialist - fixed term opportunity

New to you

This is a Full time job

Review and strengthen advice quality in a leading wealth business
Partner with advisers and leaders to drive better client outcomes
Build risk, compliance and assurance expertise with strong exposure

Join us to support high-quality financial advice through assurance, insights, and collaboration in a leading wealth management business.

subClassification: Compliance & RiskCompliance & Risk classification: Banking & Financial Services(Banking & Financial Services)

15d ago

Listed eleven days ago

Senior Reconciliation Analyst

at NZX Limited

New to you

This is a Full time job

Albany, Auckland

Play a key role in safeguarding client cash and assets
Influence process automation and continuous improvement
Drive operational excellence and strengthen control frameworks

Use your reconciliation expertise to strengthen controls and support exceptional client outcomes.

subClassification: Funds ManagementFunds Management classification: Banking & Financial Services(Banking & Financial Services)

11d ago•Expiring

Listed seven days ago

Operations Analyst

at NZX Limited

New to you

This is a Full time job