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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 two 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.
2d ago
Listed three days ago

Expression of Interest - Client Services Administrator

at AdviceFirst

This is a Full time job

Wellington Central, Wellington
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Employee benefits, including subsidised health insurance + additional KiwiSaver
  • Regular working hours in a hybrid working environment
  • Great team environment with learning development opportunities
Join our Client Experience team to help us achieve making a difference in the lives of Kiwis, by helping them protect what they care about most.
3d ago
Listed three 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
3d ago
Listed three days ago

Expression of Interest - Client Experience Administrator

at enableMe NZ Ltd

This is a Full time job

Parnell, Auckland
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Employee benefits, including subsidised health insurance + additional KiwiSaver
  • Regular working hours in a hybrid working environment
  • Great team environment with learning development opportunities
Join our Client Experience team to help us achieve making a difference in the lives of Kiwis, by helping them protect what they care about most.
3d ago
Listed three 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
3d ago
Listed three days ago

Investment Operations Specialist (Fixed Term)

at Trustees Executors

This is a Full time job

Wellington Central, Wellington
Competitive salary reviewed annually
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Amazing benefits: 5 weeks AL, Hybrid working, Life Insurance
  • Work with a great team, mature but flexible business that is stable
  • Growth and Development opportunities including study assistance and rebates
Join us for a vital role in ensuring accurate investment transactions and providing essential team support. Opportunity awaits!
3d ago
Listed five days ago

Virtual Member Solutions Consultant

at HR Connect Limited

This is a Full time job

Tauranga Central, Bay of Plenty
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Working in the community for the community
  • Life Insurance and subsidised Health Insurance
  • Hybrid working options once you are fully trained
Great opportunity to kick start a career with First Credit Union and provide virtual assistance to their valued members
5d ago
Listed six 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!
6d ago
Listed six 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.
6d ago
Listed six days ago

Consumer Loans Lender

at Avanti Finance

This is a Full time job

Newmarket, Auckland
4% Kiwisaver match + Annual Volunteer Day
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Build your foundation for a career in Finance
  • Be coached by the best
  • Flexible working opportunities available
Chocolate Fridays? Tick! Fun team meetings? Tick! Cross-training and learning? Tick! Hardworking and collaborative team? Tick!
6d ago
Listed eleven 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
11d ago
Listed eleven 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.
11d ago
Listed twelve 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
12d ago
Listed twelve 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.
12d ago
Listed thirteen 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!
13d ago
Listed eighteen 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.
18d ago
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