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