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Asset Protection and Wealth Management Advisor

2 weeks ago

Auckland, Auckland, New Zealand Public Trust Full time
Job Summary

We are seeking a skilled Personal Property and Financial Affairs Specialist to join our PPPR Team. As a key member of our team, you will be responsible for managing the personal property and financial affairs of our clients.

Key Responsibilities
  • Manage a portfolio of clients with complex personal property and financial affairs
  • Maintain regular contact with clients to ensure their needs are met
  • Deliver exceptional customer service and build trust with clients
About Our Organisation

We are Public Trust, New Zealand's largest and most experienced trustee services organisation. We take pride in empowering all New Zealanders to build and protect their legacies.