Posted on: 2018-11-07

Salary: NZD 65000.00 -> 75000.00 Per year

Job type: Permanent

 
Sign up for job alerts

You will receive job alerts for:

Please enter your email address.

Build, engage and grow existing customer relationships
Competitive salary package with a 20% bonus component
Monday to Friday business hours, Takapuna North Shore

Would you enjoy helping existing clients achieve their financial goals by educating them on a broad range of investment products? My client is growing their client advisory team to ensure they are exceeding their customers' expectations.

In a close knit, supportive and client focussed team, your role will include the following responsibilities;

  • Proactively approach existing clients to talk through their current Investment/ KiwiSaver portfolio
  • Educate clients on the various investment products and services
  • Personalise financial advice to ensure customers are on the most rewarding plan
  • Advise clients on how best to utilise the online tools provided
  • Generate and follow up leads and referrals that will contribute to retaining clients

What you will get back;

  • Clear and transparent career plan and progression
  • In-house training and potentially paid study towards a relevant qualification
  • A competitive salary with an achievable and generous bonus component
  • A role that can offer Work/Life balance, no weekend or evening work
  • A fun, social & positive team culture where everyone shares similar values
  • Be a part of a business that puts their clients first

To succeed you will possess;

  • Previous client services experience within financial services and or banking
  • Knowledge of Kiwisaver, investment and wealth products an advantage
  • Excellent communication skills with an ability to proactively engage with clients
  • Highly client focused team player

If you think this sounds like you, please apply using the appropriate link below. Alternatively, email your CV or further queries to kathryn.clarke@hudson.com

Send job by email

Apply for Senior Client Advisor - Wealth and Investments
Reference: 9B/36119

Please complete all required fields marked *

*

*

*

*

*
Choose file from

Issues applying with LinkedIn? Click here

MS Word, PDF, HTML and text formats.

Choose file from


Choose file from

*
I agree to Hudson Privacy Policy.