About the Company
Our client is a distinguished, award-winning financial services firm with a strong focus on sustainability, client outcomes, and long-term wealth creation.
With a culture built around continuous learning and professional development, the business provides advisors with the tools, training, and support needed to build successful careers. Their leadership team is committed to nurturing talent and helping individuals grow alongside the company’s ongoing international expansion.
Wealth Manager Opportunity (International)
Our client is seeking ambitious and driven Wealth Managers to join their expanding global team.
This role offers the opportunity to manage diverse client portfolios, deliver personalized financial planning, and build long-term relationships while working within a forward-thinking, growth-oriented environment.
The Role
As a Wealth Manager, you will take a consultative and holistic approach to financial planning, helping clients achieve their long-term financial goals through tailored strategies.
Your responsibilities will include:
• Building and expanding a client base (B2C)
• Managing and supporting client portfolios with ongoing advice
• Identifying opportunities to grow assets under management (AUM)
• Conducting detailed financial reviews and developing tailored strategies
• Recommending suitable financial products across investments, pensions, and protection
• Monitoring global markets and assessing risks impacting client portfolios
• Ensuring compliance with regulatory and legislative requirements
• Providing a high level of ongoing client service and relationship management
What We’re Looking For
Experience & Background
• Minimum 3+ years of client-facing experience in wealth management or financial advisory
• Proven track record in financial sales and client acquisition
• Experience with high-net-worth clients is advantageous
Qualifications
• NZ Level 5 qualification (required)
• UK Level 4 qualification (CISI/CII or equivalent) preferred or willingness to obtain
• Degree in business, finance, economics, or related field (or equivalent experience)
Skills & Attributes
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• High level of professionalism and integrity
• Self-motivated, ambitious, and target-driven
• Strong attention to detail and risk assessment capability
What’s on Offer
Career Development
• Support toward achieving further chartered qualifications
• Ongoing training and structured development programs
• Clear opportunities for career progression and internal mobility
Earnings & Incentives
• Competitive commission-based bonus structure
• Transparent earning potential linked to performance
Work Environment
• Collaborative, growth-focused culture
• Opportunities for international relocation or transfers
• Regular client and team engagement events
Who This Role Suits
This opportunity is ideal for Financial Advisors or Wealth Managers who:
• Are passionate about delivering high-quality, client-focused advice
• Thrive in a performance-driven, target-oriented environment
• Want to grow within an ambitious, expanding international firm
• Are committed to continuous learning and professional development
Apply for Wealth Manager Roles
If you are an experienced Financial Advisor looking to join a forward-thinking firm with strong growth prospects and international opportunities, this is an excellent role to explore.
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