Client Adviser

4 days ago


Auckland, Auckland, New Zealand AMP Full time

Base + 6% superannuation + benefits + insurances

We have an exciting opportunity for a Client Adviser role to join our Client Experience & Sales business unit within the wider Retail team. The role is responsible for delivering the adviser service proposition to our Direct & Workplace existing client base. This role is also responsible for providing quality advice and help to our clients, which will support growth in cash flow and sales as well as retention for our business.

Key Responsibilities
  • Knowledge of financial services industry and wealth and Investment products & investment markets.
  • Track record of success in dealing with complex high value telephone-based client relationships.
  • Excellent interpersonal skills and a desire to contribute to a great team culture.
  • National Certificate in Financial Services.
  • Tertiary qualification in business or finance preferred.

Who we are – ko wai tātau

We're a leading provider of KiwiSaver, helping our clients to determine the best strategies to reach their financial goals. We also offer a range of general insurance products to help provide financial security, including house, car, contents, and travel insurance.

Our purpose – helping people create their tomorrow – describes why we exist and our commitment to customers, partners, the community, and other key stakeholders. At the heart of everything we do is our commitment to deliver strong and sustainable outcomes for our customers, to help them get where they want to go in life.

We recognise the vital role business needs to play to support our communities. That's a key part of who we are and what we do. We're proud to be:

  • Rainbow Tick certified.
  • Living Wage accredited.
  • Partner of mental health charity Voices of Hope.

Te whakaute hei paparahi, kia toitū tea o hurihuri nei - Care is the foundation of living a meaningful and sustainable life.

At AMP we are dedicated to fostering an inclusive and culturally rich environment that reflects New Zealand and celebrates the diversity of our workforce. A key part of our journey is to embed Māori customs and protocols into our business practice. We encourage our people to engage and build competency in this space, as we strive to foster stronger connections with each other, our customers, partners, and the communities we serve.

Financial wellbeing is key to leading a fulfilled and happy life. But wellbeing for us is about more than just money. Which is why in addition to several market-leading financial benefits, we provide our people with opportunities and support to develop and grow their careers as well as a range of wellbeing initiatives, including:

  • WeFlex – our flexible working programme.
  • Up to 6% Kiwisaver employer contribution.
  • Life and income protection cover.
  • Medical Insurance – Southern Cross free cover on Wellbeing 2 plans.
  • Access to confidential counselling, nutritionists, financial advice, and wellness coaching for you and your immediate whānau.
  • Volunteering programme with our incredible charity partners.

So if like us, you have a passion for helping Kiwis achieve a brighter future, apply today

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