Financial Relationship Manager

A Career in Financial ServicesInvicta Financial is a rapidly growing team that's passionate about securing the financial futures of Kiwis. We collaborate with top insurance and investment providers to offer tailored solutions that meet our clients' diverse needs.Key ResponsibilitiesThis role involves working with clients to understand their financial goals,...

About the RoleThis full-time role combines financial expertise with relationship management, reporting directly to the West Auckland Manager. The successful candidate will have a proven track record in building client relationships, possessing well-developed communication skills and experience in confident presentations.We are seeking applicants from an...

Lighthouse Financial is seeking a highly skilled Financial Document Draftsman to join our team. In this role, you will be responsible for drafting and reviewing loan applications, ensuring accuracy, clarity, and compliance with lending policies.You will work closely with brokers, lenders, and clients to gather financial information and present it in a...

About Invicta FinancialAt Invicta Financial, we're dedicated to helping Kiwis secure their financial futures. We work with leading insurance and investment providers, offering tailored solutions for our clients' needs.What We OfferWe make navigating regulations simple, allowing you to focus on your clients. Our team is committed to long-term growth and...

Lendi Financial Limited is seeking a talented individual to join our team as a Mortgage Adviser. We're passionate about helping people achieve their financial dreams and offer a dynamic work environment with opportunities to grow your career.Key Responsibilities:Provide expert advice on mortgage options to clientsAnalyze clients' financial situations to...

Join Invicta Financial's TeamAre you a driven and ambitious professional looking for a new challenge? Do you have a passion for financial services and a desire to make a real difference in people's lives?About the RoleThis exciting opportunity involves working closely with clients to understand their financial needs and providing expert advice and guidance...

Lendi Financial Limited is committed to delivering exceptional customer service and providing expert financial advice. As a Mortgage Adviser, you'll have the opportunity to work with a diverse range of clients and develop strong relationships with them.Responsibilities:Deliver high-quality mortgage advice to clientsBuild trust with clients through effective...

As a Customer Relationship Manager, you will have the opportunity to build lasting relationships with customers and help them achieve their financial goals.About the Role:This is an exciting opportunity to join our team at Kiwibank and contribute to our mission of making every Kiwi more financially successful.Key responsibilities will include:Providing...

We are a proudly New Zealand-owned, award-winning KiwiSaver and wealth management company. Our mission is to educate and empower our customers to make informed financial decisions and achieve strong long-term performance. With a relentless focus on these goals, we are dedicated to growing Kiwis' wealth and helping them attain better financial outcomes in...

Relationship Manager - Major Commercial GroupManage & grow a portfolio of high-end Commercial clientsBased at ASB's North Wharf OfficeOpportunity for someone with strong credit & cash flow lending experience to further their commercial banking careerHere at ASB, the customer is at the heart of everything we do.We are recognised as one of New Zealand's...

We're seeking a Relationship Development Manager to join our team at Westpac New Zealand. This role offers the opportunity to work with a diverse portfolio of corporate customers, providing tailored banking and financial solutions to drive their success.About the RoleYou will be responsible for managing a dynamic portfolio of corporate customers, shaping...

**Company Overview**ASB Bank is a leading financial institution in New Zealand, recognized for its commitment to customer satisfaction and employee engagement. Our Commercial team focuses on delivering exceptional service to middle-market commercial customers, fostering strong relationships and understanding their unique needs.The Role:We are seeking a...

We are hiring an AP Specialist to play a critical role in our AP operations. The successful candidate will work closely with our AP provider to ensure timely and accurate processing of financial transactions.This position requires strong organizational skills, attention to detail, and effective communication. The right individual will analyze AP data,...

This Senior Manager - Intermediary role offers a unique opportunity to join Fisher Funds' team and contribute to the company's mission to make investing understandable, enjoyable, and profitable for New Zealanders. As a seasoned professional, you will develop and maintain strong relationships with key adviser partners, positioning Fisher Funds as the leading...

About the RoleWe're looking for an experienced Financial Controller to join our team at Envoyage. As a key member of our Leadership Team, you'll be responsible for leading the Finance Team and providing strategic guidance on financial matters. Responsibilities:Develop and implement financial strategies that align with Envoyage's overall goals and...

Financial Management ProfessionalWe are seeking a highly skilled Financial Management Professional to join our team. As a senior functional consultant for D365 F&SCM, you will support our customers in a client-facing role, taking lead responsibility for the functional areas of the solution.In this role, you will work closely with clients at all levels,...

As a Financial Services Manager at pinoys, you will be responsible for providing high-level financial guidance and advice to clients, as well as leading and managing teams to achieve business objectives.The successful candidate will have a strong background in financial services, including experience in reviewing and preparing financial reports, budgets, and...

At Pinoys, we pride ourselves on being a proactive and innovative Chartered Accountants firm. We offer a variety of services to clients and have a fabulous opportunity for a Financial Planning Manager to take on a compliance and consulting focused role.About the RoleWe are looking for a highly experienced and enthusiastic individual with 3+ years NZ CA...

About the RoleThe Australia And New Zealand Banking Group Limited seeks a skilled professional to join its team as a Manager in Non-Financial Risk Enterprise. As a key member of the NFR – Enterprise team, you will play a critical role in supporting the NFR – Enterprise Lead to work with Business Units to ensure effective management of Non-Financial Risk...

Job DescriptionThis strategic relationship management role focuses on driving growth and retention across a dedicated portfolio of major banking and financial institutions. Key responsibilities include developing win/win stakeholder partnerships using a strategic relationship approach, promoting win/win product propositions and joint marketing initiatives,...