Wealth Support Specialist

Looking to grow your career in wealth management?

As a Wealth Support Specialist, you'll work alongside our Wealth Advisers to help deliver an exceptional experience for our clients. From onboarding and transactions through to compliance and account administration, you'll play an important role in supporting our Managed Funds and High Net Worth clients.

We're looking for someone who takes pride in getting the details right, enjoys building relationships, and is passionate about delivering outstanding service

What you'll be doing:

• Supporting Wealth Advisers with client onboarding and ongoing administration.
• Opening, maintaining and closing client accounts.
• Processing deposits, withdrawals and other client transactions.
• Supporting the servicing of High Net Worth clients.
• Reviewing documentation and maintaining AML compliance requirements.
• Maintaining accurate client records and documentation.
• Preparing reports and responding to client and internal queries.
• Working with colleagues across the business to deliver excellent client outcomes.

What we're looking for:

• Proven experience in banking, financial services or wealth management administration.
• Strong organisation and administration skills.
• High attention to detail and a commitment to quality.
• Strong communication and relationship management skills.
• The ability to manage competing priorities in a fast-paced environment.
• An interest in investments and financial markets.

Why Fisher Funds?

Fisher Funds manages more than $24 billion on behalf of nearly 500,000 New Zealanders. For more than 25 years, we've helped clients achieve their investment goals through quality advice and disciplined investment management.

You'll join a collaborative team, work alongside experienced wealth professionals, and continue developing your expertise in a growing business.

When you join us, you'll enjoy:

• Southern Cross health insurance, and life and trauma insurance for you and your family.
• Ongoing professional development and career growth opportunities.
• Enhanced parental leave, community leave and birthday leave.
• A supportive, collaborative team environment.
• The opportunity to make a real difference in the financial futures of New Zealanders.

Applicants must have the legal right to work in New Zealand. Successful candidates will be required to complete background screening, including police and credit checks.

Applications will be reviewed as they are received, so we encourage you to apply as soon as possible.

Applications Close 07/09/2026