Lead Investment Advisor - Tauranga

Hamilton
Permanent
Full-time

3 days ago

Wealth Management plays a vital role within Milford Asset Management, a respected leader in the investment management industry, known for delivering exceptional outcomes to clients. With offices spanning Auckland, Sydney, Cambridge, Tauranga, Wellington, Christchurch, Wanaka and Havelock North, Milford's reach is extensive.They are looking to appoint a Regional Lead Advisor to develop and grow business in Tauranga to deliver their Wealth Management, KiwiSaver and Investment Fund clients based in the region.You will be an accomplished wealth management professional with experience in investment advice, sharebroking, funds management, or private banking in a financial adviser capacity. You will be responsible for nurturing existing relationships and driving new business, along with managing the office and leading and mentoring other advisers and associates in the team.The role:

Responsibility for servicing and retaining Milford's Wealth Management clients.
Business development through a range of funnels including a referrer network and own pro-active business generation alongside leadership/management of the team business development activities.
A genuine passion for financial markets and a sound understanding of investment fundamentals.
Input into the strategic planning for the Wealth Management and Regional teams and their services.
Responsibility of a small team of between 3-7 staff (including Health and Safety)
Contribute to projects and initiatives undertaken by the Private Wealth team.
Develop and business development and marketing plan for the region.
Risk management responsibilities ensuring compliance with policies and licensing requirements.
Lead business development initiatives, events and presentations and other promotional opportunities

The Person:

As a Lead Adviser you will be a people focused leader with operational oversight, having a strong ability to effectively balance client facing advisory, team leadership and business growth.
Be a highly motivated investment professional with a proven track record of providing investment advice, with a strong drive to deliver optimal outcomes.
Well-connected in the wider Tauranga community.
Team player who collaborates with a wide range of colleagues.
Holder of the NZ Certificate in Financial Services (Level 5)-Investment strand.
High level of computer literacy and investment systems skills.

This is a compelling opportunity for a high-achieving Financial Adviser (Private Wealth) to expand and manage their own portfolio and increase FUM within a reputable and established brand. You will utilise your strong leadership capability to provide continuous training, mentoring and professional development in your team.A competitive salary, performance-based incentives, the opportunity for equity, along with a comprehensive benefits package will be offered to the successful candidate.Apply now or for further information regarding this unique opportunity, please contact Tonia Calderwood on 09 358 0888

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