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Strategic Wealth Advisor

1 week ago

Auckland, Auckland, New Zealand Blue Ocean Capital Group Limited Full time

About Us:

Blue Ocean Capital Group Limited is a dynamic and innovative company dedicated to providing high-quality financial services to our clients. Our team of experts is committed to delivering exceptional results and building long-lasting relationships based on trust and expertise.

The Opportunity:

We are seeking a talented Mortgage Adviser to join our team. This is a fantastic opportunity to work with a leading provider of financial services and contribute to our continued growth and success.

Main Accountabilities:

  • To conduct comprehensive financial assessments of clients to understand their financial needs and goals.
  • To develop and implement personalized financial plans that align with clients' objectives, providing ongoing recommendations and adjustments.
  • To stay up-to-date with market trends, economic developments, and financial products to offer expert advice.
  • To build and maintain strong client relationships through regular communication and proactive support.

Essential Skills and Qualifications:

  • Proven experience in a similar role, preferably with a background in financial planning and wealth management.
  • Excellent communication and interpersonal skills to effectively connect with clients and build trust.
  • A self-motivated, goal-oriented individual who is driven to exceed targets and deliver exceptional client service.