Lead Investment Adviser, Auckland
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Debbie Graham & Associates

Lead Investment Adviser

  • Posted 5d ago
  • On Site
  • Full Time

Auckland

Job Description

Wealth Management plays a vital role within Milford Asset Management, a respected leader in the investment management industry, known for delivering exceptional outcomes to clients. With offices spanning Auckland, Sydney, Cambridge, Tauranga, Wellington, Christchurch, Wanaka, Whangarei and Havelock North they now plan to establish a new office on the North Shore.


They are looking to appoint a Lead Investment Adviser in this office to develop and grow the business  on the North Shore and in Whangarei to deliver great service to their Wealth Management, KiwiSaver and Investment Fund clients in the region.


You will be an accomplished wealth management professional with experience in investment advice, share broking, funds management, or private banking in a financial adviser capacity. You will be responsible for nurturing existing relationships and driving new business, along with managing the office and leading and mentoring other advisers and associates in the team.


The role:

  • Responsibility for servicing and retaining Milford's Wealth Management clients.
  • Pro-active business generation alongside leadership/management of the team business development activities.
  • A genuine passion for financial markets and a sound understanding of investment fundamentals.
  • Initially you will be responsible for a small team which will grow significantly over time.
  • Input into the strategic planning for the Wealth Management team and their services. and contribute to projects and initiatives undertaken by the team.
  • Risk management responsibilities ensuring compliance with policies and licensing requirements.
  • Lead business development initiatives, events, presentations and other promotional opportunities.


The Person:

  • As a Lead Adviser you will be a people focused leader with operational oversight, having a strong ability to balance client facing advisory, team leadership and business growth.
  • Be a highly motivated investment professional with a proven track record of providing investment advice, with a strong drive to deliver optimal outcomes.
  • Team player who collaborates with a wide range of colleagues.
  • High level of computer literacy and investment systems skills.


This is a compelling opportunity for a high achieving Financial Adviser (Private Wealth) to expand and manage their own portfolio and increase FUM within a reputable and established brand. You will utilise your strong leadership capability to provide continuous training, mentoring and professional development of your team.


A competitive salary, performance-based incentives, the opportunity for equity, along with a comprehensive benefits package will be offered to the successful candidate.


Apply now or for further information regarding this unique opportunity, please contact Tonia Calderwood on 09 358 0888 or email tonia.calderwood@dga.nz

Desired Hard Skills

  • Financial Markets
  • Business Development
  • Funds Management
  • Investment Advice
  • Risk Management

Desired Soft Skills

  • Teamwork
  • Mentoring
  • Client Relationship Management
  • Leadership
  • Motivation

Additional Compensation

  • Performance Bonus

Benefits & Perks

  • 📈 Professional Development
  • 🏎 Competitive Salary
  • 🏆 Performance Bonus

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