About First Cape | Mo FirstCape
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.
About the opportunity | Mo te whai waahi
Our Wealth Management Associates are a key part of our Wealth Management team providing essential support to the Advisers, ensuring they run an efficient and client focused operation. The Wealth Management Associate’s role is to act as the key client contact, providing full support on non-advisory information 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
- New client onboarding is a smooth and efficient process with all compliance requirements including AML processes being met and records accurately maintained to FMA regulations.
- All clients are provided with an exceptional level of ongoing and proactive support, managing all queries involving non-advisory matters.
- Support the adviser teams in preparing of client portfolio reporting on a monthly and quarterly basis ensuring a high standard.
- All requested trades and settlements are well managed through close ties with relevant internal departments – including placing client and intermediary client orders directly into trading systems.
- Requests for foreign exchange, or other financial products (as required) are processed efficiently
What you will bring to the role | He aha ka kawea e koe ki te mahi
We require that you have:
Behavioural
- Strong team focus with a proactive approach to tasks, always showing initiative.
- Presentable, pleasant and positive client focused demeanor.
- Outstanding communication skills both written and verbal.
- 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.
Technical
- 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
- Attention to detail and accuracy are essential due to the nature of the role
- Awareness of share registries processes – for NZ, Australia and overseas markets would be of benefit
- A proficient working knowledge of the full Microsoft Office suite of programmes is essential
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 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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