Posted on: 2018-11-07

Salary: NZD 65000.00 -> 75000.00 Per year

Job type: Permanent

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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

Send job by email

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

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