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Personal Finance Consultant
2 weeks ago
We are looking for a highly motivated Personal Finance Consultant to join our team in Auckland. As a key member of our team, you will work closely with clients to understand their financial goals and develop customized solutions.
Our company is committed to delivering exceptional service and creating long-term value for our clients. We believe in fostering strong relationships built on trust, expertise, and integrity.
As a Personal Finance Consultant, you will be responsible for managing client portfolios, identifying new business opportunities, and delivering high-quality advice and guidance. You will also contribute to the development of new business strategies and initiatives.
Key Activities:- Manage and support a portfolio of clients, maintaining continued strong communication and a personalized advisory approach.
- Build continuous AUM by identifying current personal financial needs and discovering other financial opportunities.
- Conduct in-depth reviews to identify personal and financial needs of clients and deliver tailored wealth management solutions.
