INVESTMENT ADVISOR
Staples Asset Management is a provider of speciality financial
services providing portfolio management services, investment advice,
retirement planning and efficient tax structuring. An excellent
opportunity has arisen for an Investment Advisor/Financial Consultant
to join our team.
The main focus of the role will be relationship management of
private customers; proactively seeking business growth from current
connections and referrals; developing and implementing financial
plans for customers; developing solutions for customers whose
more complex requirements extend to direct investments in fixed
interest securities and shares to a full range of single sector
funds. Understanding complex tax and legal issues are as important
as the ability to be able to market successfully.
Essential attributes sought for this position are:
- This role will suit an advisor with an existing client base
- Could work either full or part time
- Experience in marketing a broad range of financial services to personal investors
- Proven networking (internal and external) ability
- Financial Planning Diploma or qualified sharebroker
- Proven sales and negotiation skills
- Highly developed interpersonal, communication and relationship management skills
This is a challenging but enjoyable role, with attractive remuneration (dependent on experience and client base). Please send your CV to: HR Manager, PO Box 3899, Auckland. Fax (09) 309 4544 Email: jhm@staples.co.nz