Private Client Director

Private Client Director – High-Net-Worth Wealth Management

Are you a seasoned Wealth Adviser, Private Banker, or Investment Specialist with a passion for business development? We’re on the lookout for a dynamic and experienced professional to join a globally recognised investment management firm that’s expanding across New Zealand. This is your chance to focus solely on acquiring new high-net-worth clients in a flexible, remote environment, helping sophisticated investors achieve their financial ambitions with a respected investment offering.

In this pivotal role, you'll engage with qualified wholesale investors, build trusted relationships, and present tailored investment solutions without the burden of ongoing portfolio management. Once clients are onboarded, they transition to dedicated Relationship Managers, allowing you to concentrate on growing your pipeline of new business. Enjoy the freedom of working from anywhere in New Zealand, supported by qualified marketing-generated opportunities and a dedicated internal team.

Essential Skills & Qualifications:

• Proven experience working with high-net-worth or wholesale investors
• Strong background in wealth management, private banking, or investment sales
• Outstanding relationship-building and business development skills
• Ability to simplify complex investment solutions through a consultative approach
• Commercial mindset with a focus on building lasting client relationships
• Excellent compliance and regulatory record

Nice to Have Skills:

• Experience working in a leadership or executive advisory capacity
• Additional knowledge of alternative investments or specialised asset classes
• Previous experience managing or developing teams

Preferred Education & Experience:

• Tertiary qualification in Finance, Economics, or Related Field
• Demonstrable success in a client acquisition capacity within wealth management or private banking
• Minimum of 5 years’ experience in relevant roles

Other Requirements:

• Willingness to work remotely with flexibility across New Zealand
• Strong communication skills suitable for meetings via phone, video, and in person
• Commitment to ongoing professional development

This is a fantastic opportunity to be part of a global organisation committed to your professional growth. If you’re ready to leverage your expertise in a role built on relationships and new business growth, don’t miss out—apply now or contact us for a confidential chat! Email lsmith@fuserecruitment.com for any enquiries.