Client Adviser – NZ Funds Private Wealth

Friday, June 27th 2014, 12:01PM

 

New Zealand Funds Management is focused on helping New Zealanders make smarter financial decisions. The opportunity has arisen to join our Private Wealth division as a Client Adviser in our Auckland office.

This role will primarily encompass:
   • the provision of advice to our existing regional client base;
   • the development of new client relationships;
   • the building of the firm’s profile with professional firms in Auckland; and
   • the delivery of workshop presentations to working age New Zealanders.

To be the successful candidate you will need to:
   • have already or can soon obtain Authorised Financial Adviser certification;
   • have a law and/or commerce degree;
   • display high interpersonal and communication skills;
   • show a track record of developing and sustaining business to business relationships;

With a high motivation to help clients achieve their financial objectives.

If you believe this is the role tailor made for you send your CV by 18 July to david.vanschaardenburg@nzfunds.co.nz


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