Trustees Executors is a financial services company with a strong reputation for delivering trust, estate, investment and corporate services in New Zealand for over 130 years. An exciting new opportunity has arisen for a full-time Private Wealth Analyst to join our Investment Services team based in Wellington.

The Investment Services team provides investment and financial planning services to our team of Private Wealth Advisers at Trustees Executors. A major focus of this role is the writing of financial and investment plans, their implementation and ongoing review.

An ancillary focus is on the provision of prudent advice for Trusts and Estates administered by Trustees Executors, ensuring that portfolios are managed effectively in accordance with legislative and company policy requirements.

You will preferably have at least 2 years experience in the financial services industry with exposure to a range of investment products. In addition, a qualification relevant to the financial services industry is an advantage.

Key requirements for this role:

• Strong attention to detail.
• A high degree of numerical, analytical, verbal and written skills.
• At least an intermediate level of computing skills, particularly Microsoft Excel.
• Efficiency and accuracy under pressure.
• Strong interpersonal skills.
• Ability to effectively work within a rapidly changing / expanding environment.
• A team player attitude.

If you are looking for an exciting and challenging role and wish to work for a company in growth mode then please contact us today. 

To apply or request a copy of the job description please email vacancies@trustees.co.nz, or call Nikki Baxter on 0800 Trustees (0800 878 783)

Applications for this position close on Sunday 28th April
Direct applicants only. Previous candidates need not apply. No agencies please.
www.trustees.co.nz