Wealth Management Specialist

3 days ago


Wellington, Wellington, New Zealand Tmm Full time

Role Overview

We are seeking a Relationship Manager (Retirement Planner) to assist New Zealanders in managing their retirement finances and shifting the focus from saving to strategic spending.

This role is perfect for a detail-oriented professional who is ready to make a meaningful impact on New Zealanders' retirement outcomes.

About Tmm

Tmm is a leading provider of innovative, transparent, and affordable retirement solutions. Our mission is to empower New Zealanders to retire with confidence.

Key Responsibilities

  • Develop tailored retirement plans for clients aged 60+ using our products.
  • Serve as a trusted resource for advisers, providing guidance on our product suite.
  • Promptly manage and respond to client queries to uphold our high service standards.
  • Guide clients/advisers from initial enquiry to application completion, ensuring a seamless experience.

Requirements

Qualifications: Level 5 Financial Advice (investments) or equivalent; additional qualifications in retirement planning are advantageous.

Experience: 3–5 years in financial advising, ideally within retirement planning, wealth management, or investment advice.

Skills: Demonstrated success in achieving sales targets, strong client relationship management skills, and excellent organisational abilities.



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