Wealth Management Specialist
3 days ago
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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