Trustees Executors is a rapidly growing New Zealand trustee and financial services company that has been assisting New Zealanders with their wealth management for 130 years.
We are expanding our Private Wealth service. This has created the opportunity for experienced financial advisers to join our teams in Dunedin, Christchurch and Auckland. We would also be interested to hear from experienced financial advisers outside of these areas i.e. Tauranga, Hawkes Bay, Nelson, Queenstown.
In the role of Private Wealth Adviser, your primary responsibility will be identifying and securing new business opportunities, as well as providing professional financial advice to high net worth clients.
You will have a strong background in financial planning with the ability to maintain and enhance client relationships whilst identifying cross-selling opportunities to the wider business. We anticipate our preferred candidate will have at least three years relevant experience and accordingly have an extensive industry network.
If you are a high calibre, self motivated individual, qualified as an Authorised Financial Adviser and want to join a highly skilled team of professionals then we want to hear from you.
To apply or request a copy of the job description please email vacancies@trustees.co.nz, call Nikki Baxter on 0800 Trustees (0800 878 783).