Financial Services Consultant

4 days ago


Auckland, Auckland, New Zealand Tmm Full time

Key Activities

  • Manage and support a portfolio of clients, building strong relationships and maintaining continued communication.
  • Build continuous AUM by identifying current personal financial needs and advising on findings.
  • Conduct in-depth reviews to identify personal and financial needs of clients and deliver tailored wealth management.
  • Deliver needs-based solutions through effective communication and influencing.
  • Advise on a full range of products and services, including pensions, KiwiSaver, lump sum investments, global funds, and international pension planning.


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