Client Director
2 days ago
$150,000-$160,000
- Work From Home Monday and Friday
- Auckland CBD
Are you looking to join one of the best niche market, boutique wealth advisory firms in Auckland as a Client Director, providing clients with comprehensive wealth management services via a consultative client management process.
This tight knit team of professionals address their clients values and financial goals, portfolio management, estate and tax planning, personal insurance, retirement planning, KiwiSaver, pension transfers and support various charity organisations.
The Firm supports one another and work hand in hand to provide the best care and solutions for their clients.
You will have the ability to work from home Monday and Friday and be in the office Tuesday, Wednesday and Thursday, with many more perks in having a great work life balance.
Join a family of the best market Leaders, who offer a collaborative team approach, have fundamental processes, core values and can offer you career progression and financial reward.
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