Home / Jobs / Private Wealth Associate - Rotorua

Private Wealth Associate - Rotorua

QJumpers
Full Time Rotorua, Bay of Plenty Financial Specialists
Posted:
June 13, 2026
Location:
Rotorua, Bay of Plenty, New Zealand

Job Description

About the role

Due to an internal promotion, we are looking for an ambitious person looking to progress their career in the financial services industry. This role can progress into an Investment Adviser in the future for the right candidate therefore a person who has financial knowledge, can build networks and be focused on building a book of clients and wealth management is key!


Working alongside and supporting a team of highly successful Investment Advisers, the role of a Private Wealth Associate entails:

  • Supporting the business growth of our experienced Investment Advisers
  • Reviewing and analysing existing client portfolios
  • Daily portfolio monitoring and actions
  • Assisting with preparation of client proposals and recommendations
  • Preparing client reports
  • Co-ordinating the client review process on behalf of the Advisers
  • Client profiling and Investment Policy Statement production
  • Proce...

    • Apply for this Job

    Submit your application for the Private Wealth Associate - Rotorua position at QJumpers.

    Apply Now Save for Later

    Job Overview

    Job Type: Full Time
    Location: Rotorua, New Zealand
    Posted: June 13, 2026
    Deadline: July 23, 2026