Wealth Management Associate -Contract role

Our client, a leading Fund Manager is looking to appoint a Wealth Management Associate in their Auckland office to support the Advisors. This is a contract role and ideally you will be someone who enjoys the financial markets, has experience in this type of role or within the financial services industry.

The role:

• Servicing of new and existing clients and being the main point of contact both in person and by email for account opening, onboarding and queries.
• Providing day to day support to the Advisors and working closely with the operations team who complete client transactions.
• Put together investment packs for clients, maintain accurate client records and ensure KYC/AML compliance.
• Organising regional events and road shows and liaising with other Associates on the execution of these events.
• General administration, support and covering of other Wealth management Associates both regionally and in Auckland during lea...