Wealth Adviser - Westpac

Tuesday, November 1st 2005, 10:04AM

Get upwardly mobile!

Westpac is finding fresh ways to make banking better for both our customers and our staff. In joining us you'll become part of a fantastic team committed to a better banking experience, not only for our customers but also for you. This is an excellent opportunity to move your career forward.

Wealth Adviser
Waikato

Ref: CAM00011

Westpac is developing a leading edge Wealth Management business. We now have an established team of Wealth Advisers that specialise in providing financial advice on investments, retirement planning, cash management, estate planning and risk products to a number of high net worth customers.

We are on the look out for people who would thrive at managing, retaining and growing a portfolio by consistently delivering an exceptional customer experience.

Key responsibilities in this challenging role are to:

  • Provide assessment, advice and implementation in a wide range of financial plans
  • Pro-actively seek business growth from new and current connections and referrals
  • Evaluate complex needs requiring high levels of technical knowledge in financial planning
  • Offer outstanding professional personalised customer service at time and place that suits customer needs

Candidates will need a Diploma in Financial Planning or equivalent relevant tertiary qualification with a minimum of 2 years experience in providing investment advice. Proven relationship management and interpersonal skills are a must.

Join our team at Westpac and as a staff member you will quickly find a huge list of benefits that truly set us apart. You will find a great staff package, personal development programmes and the chance to work in a fast paced and stimulating team environment.

Apply online, by going to the careers site on our website www.westpac.co.nz

Applications close Friday 18th November 2005.


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