We are partnering with a respected wealth management firm in Auckland that is seeking a Senior Wealth Adviser to join their team. This role is a genuine next step for someone who has spent a few years in the industry and is looking for greater client interaction, exposure to senior advisory work, and the opportunity to shape a long‑term career.
This is an ideal opportunity for someone coming out of a banking environment who is confident working with high net worth clients, able to explain the value of structured financial planning, and motivated to manage and grow existing client relationships. The firm has a strong brand and reputation, supported by consistent referral streams from multiple sources.
Key Responsibilities
- Manage and grow a portfolio of high net worth clients, ensuring structured financial planning is clearly communicated.
- Leverage referral networks, existing clients, and your own business relationships to generate new opportunities.
- Support the broader practice with professionalism, maturity, and strong self‑motivation.
- Operate with organisation and structure in a high‑performance, client‑focused environment.
About You
Several years of experience in financial services, ideally in banking or a related advisory environment.Confident engaging with high net worth clients and explaining complex financial strategies.Highly organised, self‑motivated, and able to manage multiple priorities.Strong relationship management skills, with the ability to grow revenue through multiple channels.Level 5 Financial Services Certificate in InvestmentsIf you’re ready to take the next step in your wealth advisory career, apply today or contact Liam Nuttall on for a confidential discussion.
Why Work with Tyler Wren?
Access exclusive roles (just like this one!) and expert market insights to secure the best salary. Download our latest guide here :Boost your career with free CV advice and personalised interview preparation.Partner with Tyler Wren, a trusted leader in global recruitment, with 8 years of excellence connecting top talent with top employers across New Zealand, Australia, Bermuda, the British Virgin Isles, the Cayman Islands, the United Kingdom, and the Channel Islands.Here at Tyler Wren, we know good people know good people; if you refer someone to Tyler Wren whom we secure a new role for, we offer a voucher of $600. Click here to refer a friend :#J-18808-Ljbffr