Financial Adviser

2 weeks ago

Newmarket, New Zealand Wisdom Management Ltd Full time NZ$60,000 - NZ$80,000 per year

About Wisdom8

Wisdom8 was established in 2005 and is led by Financial Adviser Maggie Chen. With more than 25 years of experience in financial services, we are committed to delivering insurance advice with a personalised, responsible, and client-focused approach.

The Role

You will meet clients face-to-face or via phonecall, understand their needs and goals, and present tailored financial solutions focusing on Personal Insurance. We are seeking someone who is passionate about client care and keen to work within a supportive, like-minded team.

What We Offer

  • A strong existing client base with opportunities to grow new business
  • A positive company culture and enjoyable work environment
  • Ongoing training, mentoring, and professional development

Ideal Candidate Requirements

  • NZQA Level 5 Qualification in Life, Disability, and Health - Must
  • Bilingual in Mandarin and English at a native level - Must

    (Hokkien a plus to service our Taiwanese clients)
  • Minimum 2 years' experience in the financial advice industry
  • Bachelor's degree in Finance preferred
  • NZ Full Driving License preferred
  • Strong communication skills and enjoy working with people
  • Determined, proactive attitude and strong work ethics

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