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09

Nov

2020

Client Adviser

A growing Investment firm, in Auckland is looking for you to join their team of specialist Advisers, managing a portfolio of existing clients as well onboarding new clients, by building your own portfolio into the future. 

Responsibilities

  • Provide strategic advice across a variety of financial products and services. 
  • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Network, generate leads and grab opportunities to enhance your portfolio. 
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Oversee the course of the financial plan by providing reviews every 6months if necessary, to ensure profits
  • Comply with all industry rules and regulations 
  • Most of all have fun and make your clients happy!
Requirements
  • Proven track record , working experience as a Financial Adviser. 
  • Ability to analyse market’s financial data and to provide appropriate data-based advice
  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems
Benefits
  • Base salary plus commission
  • Work your way to a Senior Adviser in the business 
  • Flexible working hours 
  • Supportive team culture 
  • Coaching and training provided 
Contact Hayley Jordaan on 021 191 1101 and apply online or email h.jordaan@ensurerecruitment.co.nz to unpack this opportunity further.

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