About JardenJarden advises some of New Zealand's largest public and private companies and high net worth individuals and families. Our areas of expertise are wealth management, investment banking, institutional equities, research and fixed income, carbon and FX sales trading.We are passionate about seeing our clients succeed, and when they choose Jarden, they get a partner that always endeavours to go above and beyond.The roleWe are looking for an exceptional individual to join us as an Associate Wealth Management Adviser. This is a rare opportunity to join an existing team of experienced Advisers and fast track your entry into the world of Wealth Management advice.The Jarden business strategy is characterised by a smaller adviser footprint, with more experienced advisers, better research, higher quality advice, deeper client relationships and a genuine ability to tailor portfolios a tradition of excellence that you would very much become a part of right from day 1.As Associate Adviser, you would become the fourth key member of an existing team of 3 that collectively hold many years of multinational experience in the Wealth Management industry.This team are looking for someone to join them for the long term, learning the business inside out, getting to know the clients and to be ambitious, wanting to develop and hone their skills and experience with the aim of eventually moving into an advisory role within the team.You would be responsible for providing a high standard of service to both current and prospective clients, working collaboratively with your supportive team to do so.The exposure to the world of wealth management is frontline, the scope to learn is unlimited, and the support available from the wider firm is industry leading.Key responsibilitiesSupport your team to ensure every client's portfolio is managed in line with their personal circumstances, meets the firm's investment philosophy and adheres to all regulatory requirements.Provide clients with an exceptional level of ongoing and proactive support, personally managing all queries involving non-advisory matters.Managing all requested trades and settlements through close ties with relevant internal departments including placing client and intermediary client orders directly into trading systems.Accurately documenting all financial advice and client interactions in the firm's CRM system.Supporting with the preparation of client portfolio reporting ensuring a high standard is always maintained.Build strong relationships internally and work collaboratively with both your team and other advisers as well as internal stakeholders, to develop experience and personal capability the emphasis on personal development in this role cannot be highlighted enough!About YouYou have a strong interest in the world of Finance and a natural affinity with people. You are a critical thinker, with the ability to think on your feet and problem solve.You embrace 'big picture' ideas while also getting into the detail. You can spot trends and patterns and are proactive in collating and sharing your thoughts.Naturally, you are good with people and able to build relationships and trust with your stakeholders quickly. Our ideal person will be someone who can hit the ground running, learn quickly and work well in a fast-paced environment.You are confident, highly competent and don't shy away from a big challenge.In addition, you have;A Finance or Commerce-related qualificationAt least 3+ years' experience in a finance or wealth management role, preferably with some client contactA strong grasp of numerical data and conceptsA reasonable understanding of investment strategies and financial adviceExcellent relationship building skills and an ability to understand peoples motivatorsEffective communication and time management skillsA Financial Adviser qualification either finished or underway we can discuss options around this though.If this sounds like the ideal next step for you to take in your fledging wealth management career we would love to hear from you and discuss the role in more detail.Our focus is primarily on finding the right fit and attitude, so if that means you come with less experience and we need to teach you more once you're in door no problem, please still get in touch.We are looking for a long-term interest in and commitment to the world of wealth managementWhat we offerCompetitive compensation package commensurate with experience. Additional benefits include health insurance, 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.#J-18808-Ljbffr
