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19

Jul

2022

Financial Adviser

As a long established full-service wealth management firm, this CBD-based company has a market position envied by many of its peers. To further improve their market position in the advisory space, they are seeking to appoint an Investment Adviser to the team in Auckland. 
  
In this role you'll provide a consultative approach to clients, presenting various investment strategies. You will maintain an existing client portfolio but importantly drive new business revenue. Customizing Advice, through recognizing transition in the clients customized portfolios. 
Uncover term deposits potentially, different model portfolios and planning. 
  
To be successful in this role, you will need to possess the following;

  • Level 5 -Investments 
  • Extensive experience in wealth management 
  • A proven track record of building a client portfolio and consistently converting business leads & opportunities
  • A highly motivated and proactive individual with excellent presentation and communication skills
The role offers you:
  • Flexibility to work from home and in the office
  • Growth path to Senior Adviser or leadership roles
  • Supportive team of advisers to work alongside and strong management / leaders to mentor you along the way.
To apply online, please click on the appropriate link in strict confidence. Alternatively, please contact Hayley Jordaan on 021 191 1101 for additional information #SCR-hayley-jordaan

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