Introduction About First Cape | Mo FirstCape FirstCape is one of New Zealands largest and best resourced wealth advisory and asset management business, creating an enhanced and broadened product offering to help our clients achieve their goals at whatever stage of their investment life cycle. Here at FirstCape, we believe that our people are our greatest asset. Our success is dependent on the collective talent, expertise, and dedication of each and every one of our team members.

We are committed to creating an environment where everyone can thrive, grow, and contribute to their fullest potential. Description About the opportunity | Mo te whai waahi Our Wealth Management Associates are a key part of our Wealth Management team providing essential support to the Advisers, ensuring they run an efficient and client focused operation. The Wealth Management Associates role is to act as the key client contact, providing full support on non-advisory information as well as maintaining all compliance records to the highest standards to ensure we keep the Firm and clients safe.

Key Responsibilities | Ng Kawenga Mahi New client onboarding is a smooth and efficient process with all compliance requirements including AML processes being met and records accurately maintained to FMA regulations. All clients are provided with an exceptional level of ongoing and proactive support, managing all queries involving non-advisory matters. Support the adviser teams in preparing of client portfolio reporting on a monthly and quarterly basis ensuring a high standard.

All requested trades and settlements are well managed through close ties with relevant internal departments including placing client and intermediary client orders directly into trading systems. Requests for foreign exchange, or other financial products (as required) are processed efficiently. Ensuring that Wealth Advisers are able to focus solely on managing their portfolios and bringing in new business with the administrative tasks including telephone support and general clerical duties as required - being well taken care of.

Skills And Experiences What you will bring to the role | He aha ka kawea e koe ki te mahi We require that you have: Strong team focus with a proactive approach to tasks, always showing initiative. Presentable, pleasant and positive client focused demeanor. Outstanding communication skills both written and verbal.

Ability to effectively prioritise, meet deadlines and have flexibility in approach to meet client requirements. Problem solver, always thinking outside the box with a focus on continuous improvement. Up to date regulatory and compliance knowledge, including AML legislation and FMA requirements.

A working knowledge of financial services market terminology is helpful, but not essential, as training will be provided Attention to detail and accuracy are essential due to the nature of the role Awareness of share registries processes for NZ, Australia and overseas markets would be o.