Investment Adviser

We are looking for a dynamic and motivated Investment Adviser to join our growing team. This role is ideal for someone who enjoys working with clients, thrives in a fast-paced environment, and is passionate about delivering high-quality financial advice.
 

As an Investment Adviser, you will work closely with clients to understand their financial goals, risk appetite and provide appropriate investment guidance while maintaining the highest level of client service.

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Key Responsibilities 

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• Build and maintain strong relationships with clients

• Provide investment advice and guidance aligned with client objectives

• Manage client portfolios and review investment strategies

• Respond to client enquiries in a timely and professional manner

• Work collaboratively with internal teams to deliver excellent client outcomes

• Maintain accurate records and comply with regulatory requirements

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Requirements

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• A Bachelor’s Degree (Finance, Commerce, Economics, or related field preferred) and/or Level 5 qualification (Investment Standards endorsed)

• Minimum 2 years’ experience in a client-facing investment advisory or financial services role

• Strong communication skills and fluency in English

• Ability to work under pressure and meet deadlines

• Strong analytical and problem-solving skills

• A proactive and client-focused attitude

 

What we offer

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• Opportunity to work with a professional and supportive team

• Exposure to a wide range of investment solutions and client portfolios

• A dynamic and fast-paced working environment

• Career growth and development opportunities

 

If you are passionate about investments and committed to delivering excellent client service, we would like to hear from you.

To Apply 

 

Please send your CV and cover letter to: info@trilogyfs.co.nz