Wealth Adviser

Forsyth Barr is wealth management and investment advisory firm serving individual and corporate clients throughout New Zealand.

The Wealth Adviser works directly with clients to develop personalized investment and wealth management strategies, helping them grow, protect, and transfer their wealth while meeting regulatory requirements.

Key Responsibilities

Build and manage long-term client relationships.
Assess clients' financial goals and risk tolerance.
Develop investment and retirement strategies.
Recommend shares, bonds, managed funds, and KiwiSaver solutions.
Conduct portfolio reviews and performance analysis.
Monitor financial markets and economic developments.
Prepare investment proposals and client reports.
Ensure compliance with financial regulations.
Collaborate with research and investment teams.
Support business development and client acquisition activities.
Pay: From $10,000.00 per month

Benefits:

Child care assistance
Company car
Gym membership
Health insurance
Housing allowance
Life insurance
Professional development assistance
Profit sharing
Relocation assistance
Vision insurance
Work Location: In person