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Advisory Process Improvement Associate

2 weeks ago

Auckland, Auckland, New Zealand Qjumpers Full time
Key Responsibilities
  • Engage with investment advisers to provide guidance on advice processes and regulatory obligations
  • Monitor client documentation and undertake regular reviews to ensure high-quality advice is provided
  • Contribute to the development and improvement of advisory processes and tools
  • Collaborate with other teams to ensure clients receive excellent advice

The ideal candidate will possess a relevant tertiary qualification in finance, business, or economics, and demonstrate strong knowledge of the investment advice process, New Zealand regulation, markets, and portfolio investing.