About the role

Are you passionate about delivering outstanding client service and enjoy working behind the scenes to make things run smoothly? We’re looking for a Wealth Support Specialist to join our team.

In this role, you will play a critical part in supporting our Wealth Advisers and clients. You will combine attention to detail with a strong sense of ownership as you manage onboarding, transactions, and compliance processes for our Managed Funds and High Net Worth (HNW) clients. You will be the engine behind a seamless client experience and a key contributor to our high performing wealth team.

Key Responsibilities:

As a Wealth Support Specialist, you’ll work closely with our Wealth and Senior Wealth Advisers to deliver operational and administrative support that ensures our clients receive timely, accurate and professional service.

Your key responsibilities will include:

• Opening, maintaining, and closing client accounts, and ensuring all documentation is complete and accurate
• Managing transactions such as deposits and withdrawals, and ensuring they’re processed in line with service level agreements
• Supporting the onboarding and ongoing servicing of High-Net-Worth clients, applying specialist knowledge of HNW procedures
• Reviewing documents for AML compliance and verifying client information electronically
• Preparing reports, reconciling client accounts, and responding to internal and external queries professionally
• Maintaining secure and accurate client records across our systems
• Supporting risk and compliance processes by identifying potential issues and maintaining up-to-date records
• Working collaboratively with the Wealth team and wider business to improve processes and ensure high-quality client outcomes
• Playing a key role in keeping daily operations running smoothly – no task too small, and no detail overlooked

This is a hands-on and varied role where you’ll have the opportunity to deepen your expertise in wealth management operations, contribute to continuous improvement, and be part of a values-driven organisation whilst delivering exceptional Client Service.

Skills & Experience:

We’re looking for someone who thrives on delivering excellent service and knows how to get the details right. You’ll be a natural organiser with strong relationship skills and a proactive mindset.

To succeed in this role, you will bring:

• A minimum of 3 years of administrative and coordination skills within banking or financial services
• A high level of accuracy, attention to detail and pride in your work
• Strong communication skills and the confidence to interact with a range of stakeholders and our clients both in person and over the phone
• A collaborative and supportive attitude – you enjoy being part of a team and pitching in where needed
• The ability to juggle multiple priorities in a fast-paced, client-focused environment Passion for the investment industry and helping clients achieve great outcomes
• Experience with AML compliance, HNW clients, or portfolio systems would be a bonus

Why Fisher Funds?

Fisher Funds is one of New Zealand’s leading investment management firms, with a strong focus on delivering long-term value for our clients.

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures.

Here’s what makes us stand out:

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.

Grow Your Career: Access professional development opportunities to reach your full potential.

Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.

Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds:

• Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years.
• We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.
• We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management.
• Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world
• We have one of the largest client services teams in New Zealand and an award-winning one at that.

This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.

Applications Close 17/07/2026.