Regional Manager Wealth

About the role

This is an exciting new role for Fisher Funds where you will have the opportunity to lead multi-disciplinary teams. As the Regional Wealth Manager for Auckland, you will lead the overall performance, growth, and operational effectiveness of the region’s Wealth teams. You will be responsible for growing the region's client base, strengthening existing client relationships, and maximising client retention, while delivering exceptional client outcomes and commercial performance.

Working closely with the Business Development Leads and Senior Wealth Advisers, you will be responsible for regional commercial performance, productivity, and advice quality. Through strong leadership, coaching, and performance management, you will build high-performing teams, maintain disciplined operational and compliance standards, and deliver outstanding client and business outcomes.

Key Responsibilities

• Lead, coach, and develop a team of financial advi...