Private Wealth Associate - Path to Financial Advice

A financial services firm in Dunedin seeks a Client Wealth Associate for its Private Wealth division. This role serves as a critical link between financial advisers and clients, focusing on portfolio administration and financial planning. Ideal candidates have strong interpersonal and analytical skills, with a background in professional services. The firm offers a supportive environment and opportunities for career development. Interested applicants should email their CV and cover letter to the specified address.

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