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Investment Associate | Private Credit

at Debbie Graham & Associates Limited

This is a Full time job

Auckland CBD, Auckland
Competitive base salary + bonus
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • New Zealand's leading Private Credit Manager
  • Corporate and Private Equity sponsor clients
  • Exceptional career and professional development opportunities on offer
Excellent opportunity to develop your career within a growing Private Credit fund manager
Listed ten hours ago

Financial Advisor – KiwiSaver + Investments

at Forte Recruitment Ltd

This is a Full time job

Wellington Central, Wellington
$70,000 – $75,000 + 4% KiwiSaver
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • NZ Certificate in Financial Services (Level 5) – Essential Requirement
  • Great opportunity to join a respected NZ owned KS / Investment company
  • Wellington CBD Based - Mon to Fri Business Hours – Social Work Environment
Use your experience advising others on the best investment options when it comes to their KiwiSaver goals.
10h ago
Listed four days ago

Client Relationship Manager

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Full time job

Wellington Central, Wellington
$70,000 - $73,000 + bonus + benefits
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • People focused role within financial services
  • Hybrid - mix of WFH and WFO, Career progression, great team!
  • Opportunity to study toward your level 5 FS Certificate
You will be assisting existing clients with their financial goals, specialist role focused solely on KiwiSaver and Investments.
4d ago
Listed five days ago

Senior Client Adviser - KiwiSaver

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Full time job

Auckland CBD, Auckland
Competitive salary + bonus + amazing benefits
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Senior client retention advisory role - KiwiSaver and Investments
  • Hybrid - WFH days, Career progression, great team!
  • Blend of client re-engagement, data analysis, strategy and reporting
This role offers client engagement, data analytics, influence at senior leadership level, study support and career progression
5d ago
Listed eight days ago

Client Servicing Consultant - Trainee

at NZHL

This is a Part time job

Wanaka, Otago
$55,000 – $60,000 pro rata per month
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Fun and family friendly working culture
  • Competitive pro rata salary & commission on top
  • Study support provided for level 5 certification if needed
Mark your mark in this entry level role helping everyday kiwis achieve true financial wellbeing!
8d ago
Listed nine hours ago

Team Leader – KiwiSaver + Investments

at Forte Recruitment Ltd

This is a Full time job

Wellington Central, Wellington
$85,000 – $95,000 + 4% KiwiSaver
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • NZ Certificate in Financial Services (Level 5) – Essential Requirement
  • Great opportunity to join a respected NZ owned KS / Investment company
  • Wellington CBD Based - Mon to Fri Business Hours – Social Work Environment
Take your proven leadership experience combined with your exceptional knowledge of KiwiSaver + Investments and mentor a team to continuous success.
9h ago
Listed fifteen days ago

Client Experience Specialist

at Ensure Recruitment NZ

This is a Full time job

Christchurch Central, Canterbury
$80,000 per annum plus carpark provided
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • $80,000 per annum plus carpark provided
  • WFH and in the Office
  • Level 5 Certificate to be completed by the end of 2024
Join a reputable Life and Health Advisory Team as their Client Experience Specialist, assisting the Advisers with taking care of their Clientele!
15d ago
Listed five days ago

Onboarding Specialist - Lower Hutt

at Westpac New Zealand Limited

This is a Full time job

Lower Hutt, Wellington
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Attractive salary + employee benefits including 5 annual wellbeing days
  • Great opportunity to develop a long lasting career in banking
  • Support our valued customers to achieve their financial goals
Provide a seamless experience to customers across New Zealand joining Westpac or requiring ongoing due diligence to be undertaken
5d ago
Listed thirteen days ago

Operations & Client Services - Banking & Insurance

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Contract/Temp job

Auckland
$30 - $35 role dependent + 8% HP + Kiwisaver
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • North Shore, CBD and Greenlane Locations
  • Range of roles available for 3 - 12+ months, starting ASAP
  • Client Services, Compliance, Investments, Team Lead & Kiwisaver
Get your foot in the door post-graduation OR step up into your next role - We specialise in and have a range of Banking, Insurance & Finance roles.
13d ago
Listed twelve hours ago

Outbound Customer Service

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Contract/Temp job

Albany, Auckland
$30-$35 per hour (pending experience) plus 8% holi
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • North Shore Location - Albany, with hybrid opportunities
  • May start until approximately December 2024
  • $30-$35 per hour (pending experience) plus 8% holiday pay
Utilize your strong communication skills to chase outstanding compliance info. Confidently phoning customers as a source of information & assistance.
12h ago
Listed fourteen days ago

Investment Associate

at Niche Recruitment

This is a Full time job

Auckland
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Specialist climate and impact fund manager
  • Evaluate investment opportunities across the Pacific
  • Excellent opportunity to learn and grow
A rare opportunity to use your investment skills to effect positive change for a prosperous future in emerging Pacific markets
14d ago
Listed eight days ago

Manager - Unsecured Lending

at Kiwibank

This is a Full time job

Hastings Central, Hawkes Bay
subClassification: Management
Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join the Customer Cards & Payments Team at Kiwibank in a leadership role.
  • Excellent benefits including four wellbeing days, one per quarter.
  • Based in Hastings with hybrid work arrangements.
The main focus of this role will be leading and developing a team of Unsecured Lenders to deliver exceptional outcomes for our customers and the bank.
8d ago
Listed fourteen days ago

Adviser Support

at Apex Advice

This is a Full time job

Mount Eden, Auckland
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Comprehensive training and development plan
  • Work with a great team!
  • Opportunity with a growing business
Join one of the country’s largest financial services companies which is also 100% New Zealand owned as Administration Support to our Advisors.
14d ago
Listed twenty six days ago

Client Experience Consultant

at Cultivate

This is a Full time job

Greenlane, Auckland
$65,000 - $70,000 + bonus + amazing benefits
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • A high performing business that values and promotes their people often!
  • Join a social, fun, commercially savvy and collaborative team
  • Mon - Fri, stunning offices, hybrid way of working
Financial Services I Commercial Business Operations I Client Experience I Get that 'corporate' career without going into the office every day.
26d ago
Listed thirteen days ago

Manager Sustainable Investment

at Westpac New Zealand Limited

This is a Full time job

Auckland CBD, Auckland
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive salary + banking benefits
  • Hybrid role + centrally located offices in Auckland
  • 5 days wellbeing leave on the top of annual leave
As the Manager Sustainable Investment, you will lead the delivery of BTNZ’s Sustainable Investment (SI) Strategy and implementation of the SI Polic
13d ago
Listed eight days ago

Finance & Operations Director

at Hoku Group Limited

This is a Part time job

Auckland CBD, Auckland
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • High impact, high performing team
  • Part-time or full-time considered, lots of scope to make this role your own
  • Remote-first work
Unique, remote-first opportunity to join a high impact 1st generation family office in a leadership role that spans finance, investment & team ops.
8d ago
Listed twenty days ago

Head of Asset Allocation | Funds Management

at Debbie Graham & Associates Limited

This is a Full time job

Auckland CBD, Auckland
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Senior Leadership role / Reporting to the CIO
  • Lead the Asset Allocation framework and team
  • High Profile Fund Manager
This is a rare and exceptional opportunity to lead and develop the Asset Allocation strategy for one of New Zealand's leading Fund Managers.
20d ago
Listed twenty days ago

Quality and Controls Specialist

at Westpac New Zealand Limited

This is a Full time job

Tauranga Central, Bay of Plenty
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Attractive salary + employee benefits including 5 annual wellbeing days
  • Great opportunity to develop a long lasting career in banking
  • Support your valued Stakeholders to be their best
Create a safe environment to raise risks, grow capability, and ensure the work we are doing aligns with Westpac's policies
20d ago
Listed fourteen days ago

Manager - External Fraud

at Kiwibank

This is a Full time job

Hastings Central, Hawkes Bay
subClassification: Management
Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Grow your leadership career in our Customer Protection team here at Kiwibank.
  • Lead and drive operational performance for our External Fraud Investigators.
  • Based in Hastings or Wellington with hybrid work options.
In this role you will lead a team of External Fraud Investigators to detect and mitigate fraud, protecting our customers and the Bank.
14d ago
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