About JBWere | Mo JBWere 

JBWere is a leading wealth management business in New Zealand and forms the wealth advisory arm of FirstCape – one of the country’s largest and best-resourced wealth advisory and asset management groups. Together, FirstCape brings a broad and integrated suite of investment, advisory, and asset management capabilities, enabling us to deliver an enhanced and more comprehensive offering to help clients achieve their financial goals at every stage of their investment journey.

At JBWere, our focus is firmly on building enduring relationships and delivering tailored advice that supports our clients’ long-term success. Backed by the scale, strength, and expertise of FirstCape, we are uniquely positioned to provide deep insights, access to high-quality investment opportunities, and a truly holistic approach to wealth management.

Central to our success is our belief that our people are our greatest asset. We are proud of the collective talent, expertise, and dedication of our team, whose commitment underpins the trusted partnerships we build with our clients every day. We are equally committed to creating an environment where our people feel valued, supported, and empowered to grow – fostering a culture where everyone can thrive, contribute meaningfully, and reach their full potential.

About the opportunity | Mo te whai waahi

Our Wealth Management Associates are a key part of our Wealth Management team providing essential support to JBWere Advisers, ensuring they run an efficient and client focused operation. The Wealth Management Associate’s 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 | Ngā 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.
• Execute and monitor transactions (buy/sell orders, corporate actions, cash movements, foreign exchange, term deposits and other financial products as required)
• Maintain accurate client records and portfolio data
• Reconcile accounts and resolve discrepancies promptly
• Assist with portfolio rebalancing and implementation of adviser recommendations
• Collaborate with internal and external teams (custodian, operations, compliance, trade desk etc)
• Ensure adherence to regulatory requirements and internal policies
• Contribute to process improvements and operational efficiency
• Ensuring that Wealth Advisers are able to focus solely on managing their portfolios and bringing in new business with the administrative tasks being well taken care of

What you will bring to the role | He aha ka kawea e koe ki te mahi

• 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 of benefit
• A proficient working knowledge of the full Microsoft Office suite of programmes is essential
• Experience in the financial services sector, preferably in a client facing relationship management role
• Strong administrative background managing a large and varied portfolio of tasks