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
This is a part time role, working 3 days per week in our Christchurch office.
About the opportunity | Mo te whai waahi
Our Private Wealth Associates are a key part of the Advisory capability for JB Were one of our Wealth Management businesses here at FirstCape, providing essential support to the Advisers, ensuring they run an efficient and client focussed operation. The Private Wealth Associates’ role is the key client contact and provides full support on all non-advisory client needs, as well as maintaining all compliance records to the highest standards to ensure we keep the Firm and clients safe.
Key Responsibilities | Ngā Kawenga Mahi
Taking ownership for new client onboarding, including meeting all regulatory requirements, coordinating any transfer of assets and ensuring a smooth and efficient process.
Acting as a key point of contact for private wealth management clients.
Responsible for accurately and promptly managing client transaction requests, including forex and equities/bond trades.
Producing and distributing client correspondence, including financial reports, corporate action notices and research.
Monitoring settlements, debit balances, daily reports and scheduled client transactions.
Coordinating client correspondence, including marketing activities, reports, new issues and client letters.
Providing full administrative support for private wealth advisers, allowing their focus to remain on portfolio management.
Desired Skills and Experience
What you will bring to the role | He aha ka kawea e koe ki te mahi
We require that you have:
Strong team focus with a proactive approach to tasks, always showing initiative.
Presentable, pleasant and positive client focussed demeanour.
Outstanding communication skills both written and verbal.
Attention to detail and accuracy are essential due to the nature of the role.
Ability to effectively prioritise, meet deadlines and have flexibility in approach to meet client requirements.
Problem solver, always thinking outside the box with a focus on continuous improvement.
A proficient working knowledge of the full Microsoft Office suite of programmes is essential
Up to date regulatory and compliance knowledge, including AML legislation and FMA requirements.
A working knowledge of financial services market terminology is helpful, but not essential, as training will be provided.
Awareness of share registries processes – for NZ, Australia and overseas markets would be of benefit.
Previous experience.
Experience in the financial services sector, preferably in a client facing relationship management role.
Strong administrative background managing a large and varied portfolio of tasks.
Why work with us?
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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