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Fisher Funds Investment Professional
2 weeks ago
Fisher Funds is a leading specialist wealth management company in New Zealand. As an Investment Adviser, you will be part of our team dedicated to providing exceptional client experiences and delivering market-leading advice.
The role involves managing a group of assigned clients, proactively addressing their investment needs, and identifying growth opportunities. You will be responsible for building strong, lasting relationships with clients, delivering tailored investment advice, and maintaining high levels of satisfaction.
You will need to bring a deep knowledge of investment markets, stay current on Fisher Funds offerings, and provide compliant, results-driven advice that meets clients' needs.
- Key Responsibilities:
- Client Engagement & Retention: Build and sustain excellent relationships with clients, delivering tailored investment advice and maintaining high levels of satisfaction.
- Advice Provision: Offer compliant, high-quality investment guidance, backed by comprehensive product and market knowledge.
- Sales & Pipeline Management: Actively prospect for new clients, generate referrals, and manage your sales pipeline for optimal outcomes.
- Compliance & Professional Development: Stay up to date on relevant regulations, ensuring that all advice meets legislative standards, while continuously developing your own expertise.
Key Skills and Experience:
- Financial Services Level 5 (Investments) certification is required.
- A track record of achieving goals and driving successful outcomes.
- Organised & Deadline-Driven: Skilled in planning, with the ability to meet deadlines while maintaining high attention to detail.
- Resilience Under Pressure: Ability to handle demands from internal and external clients, ensuring accurate, high-quality output.
- Communication & Accountability: Strong interpersonal skills, with a commitment to clear, tailored communication and personal accountability.
