FirstCape is one of New Zealand’s largest and best resourced wealth advisory and asset management business, creating an enhanced and broadened product offering to help our clients achieve their goals at whatever stage of their investment life cycle. Here at FirstCape, we believe that our people are our greatest asset. Our success is dependent on the collective talent, expertise, and dedication of each and every one of our team members. We are committed to creating an environment where everyone can thrive, grow, and contribute to their fullest potential.
Job Description
About the opportunity | Mo te whai waahi
We’re looking for an experienced Wealth Management Adviser to join our JBWere Wealth team, providing a high standard of financial advice and service to our clients and prospective clients.
In this role, you’ll combine your strong understanding of investment strategies with the ability to build deep and trusted client relationships. You’ll take the time to understand each client’s broader financial and family circumstances, helping them develop fit-for-purpose investment and financial plans.
You’ll provide advice across the client journey, from initial engagement, discovery and risk profiling through to asset allocation, portfolio design and ongoing performance reviews. Above all, you’ll put clients first and deliver advice with integrity, while meeting the highest standards of service, conduct and regulatory compliance.
Key Responsibilities | Ngā Kawenga Mahi
Build strong, trusted relationships with clients and prospective clients, taking the time to understand their financial circumstances, family situation and goals.
Provide high-quality financial advice and investment planning, including discovery, risk profiling, asset allocation, portfolio design and ongoing performance reviews.
Manage client portfolios in line with client mandates, risk profiles and goals, FirstCape’s investment philosophy and process, and industry best practice.
Deliver agreed client service standards, including advice process documentation, file notes and annual and portfolio reviews.
Support the firm’s commercial objectives, including maintaining and growing client relationships and revenue.
Ensure advice and client service meet relevant regulatory, compliance, conduct and quality standards.
Meet regulatory obligations, including FSPR registration, information returns, AML and CRS requirements, and appropriately manage actual or potential conflicts of interest.
Maintain accurate records of financial advice within the firm’s CRM system.
Keep your regulatory and wealth management knowledge current through CPD and ongoing training.
Ensure portfolio recommendations and holdings are supported by appropriate research, diversification and risk management principles.
Desired Skills and Experience
What you will bring to the role | He aha ka kawea e koe ki te mahi
You’ll be an experienced financial services professional who combines strong technical knowledge with outstanding client relationship skills. You’ll also bring:
A Level 5 Certificate in Financial Services and NZX Adviser registration.
Experience within the financial services industry, particularly wealth management and related products, services and processes.
Excellent relationship-building skills and the ability to understand what motivates clients.
A superior client service approach, with the ability to identify and address clients’ key needs, requirements and challenges.
Strong commercial acumen and expertise in financial advice.
Strategic and forward-thinking capability.
Effective communication and time management skills.
Excellent problem-solving skills with a practical and logical approach.
A results-driven mindset and the ability to self-manage.
Ability to work in a collaborative, team-based environment
Strong professional referral network
A relevant degree qualification in an area such as investments, finance, law, accounting, tax, economics or business administration
Why work at FirstCape? | He aha mahi i te FirstCape?
We offer a competitive compensation package commensurate with experience. Additional benefits include wellbeing support, volunteer days and a great company culture. We pride ourselves on offering our employees outstanding development and learning opportunities to support career growth, and the opportunity to work alongside the best talent in the market.
We are an inclusive employer and want our workforce to reflect a rich and diverse way of thinking and working. We know people are more than a single identity and the qualities that make each one of us unique need to be valued and embraced. So regardless of your gender, age, background or how you choose to identify, there's room for you to realise your potential here. And importantly, there's room to be yourself.
We’re also committed to providing equal opportunities to all candidates. Let us know if you have any accessibility requirements so we can work with you to make adjustments where possible to support your application. Alternatively, if you don’t meet all the requirements of the role but think you would be a great candidate, please apply explaining why you want the role, how you think your skills or background are transferable, and how you plan to upskill where needed (we will support you with this, but want to know you have thought about this too).
To be eligible to apply, you must have the right to work in New Zealand. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
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