Senior Financial Adviser

3 weeks ago

Auckland City, New Zealand Tyler Wren Full time

6+ years of experience in investment advisory (lump sum portfolios preferred)
- NZFSC Level 5 (Investment Strand) complete
- Market related package + company car

Tyler Wren has partnered with SBS Wealth to attract their next Senior Financial Adviser to their Auckland team. This is a newly created growth opportunity in their established investment advisory team. SBS Wealth helps Kiwi families, individuals, trusts and charities across New Zealand. SBS Wealth (SBS) is an operating division of Funds Administration New Zealand Limited (FANZ). FANZ is part of the SBS Bank Group.

Kiwis supporting Kiwis SBS is a proudly New Zealand owned Mutual Bank that's been helping New Zealanders achieve their financial goals for over 150 years. SBS believes that they have a duty and a desire to consider the wider community and the part they can play as a good corporate citizen. This is evidenced by adopting a fully ESG, low carbon investment philosophy across their investment offerings.

SBS people truly make a difference. Their values are at the heart of everything they do and this is seen through a caring inclusive familial culture.

**Purpose of the role**:
The primary responsibility of this role is to source and manage clients' lump sum investment portfolios for high net worth members working with a wide range of people. In this role, you will be responsible for the investment, monitoring and reporting to investors on the performance of their investment portfolios. You will also assist the management team in the management and training of staff within the territory catchment area on the SBS Wealth product offering.

**Key responsibilities of the role include**:

- Responsible for developing and implementing sales strategies for portfolio sales and profitability
- Maintain and service the existing client base through business development and retention strategies
- Work closely with the branch network and wider organisation on sales plans and strategies for business development on lump sum investment portfolios
- Maintain up to date knowledge of products, services and internal supporting systems

**About you**:

- 6+ years in sales and service within the investment industry with investment clients, preferably experienced in different market cycles
- Tertiary qualification, bachelor's degree preferred including completed New Zealand Certificate in Financial Services, Level 5 (Investment Strand)
- Proven experience in the understanding of investment portfolios, investment assets and types of portfolio construction
- Strong accuracy of work and attention to detail
- Established professional networks, preferred
- Excellent communication skills with the ability to explain technical concepts in simple terms, and the ability to influence stakeholders.
- Target driven with sound negotiation and decision making skills
- A natural presenter to professional networks
- Strong research, analytical and report writing skills

**What is on offer**:
If you are looking for an opportunity to join a mutual that values each employee reporting to a supportive Leader, please '
- Click Apply_' or contact
**Gary Bloxham** at

**Applicants who can work and reside in New Zealand will only be considered for this opportunity.

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