Tyler Wren Limited

Executive Financial Adviser

Tyler Wren Limited

Banking and Financial Services

Job listing link
Applications Close - End of Day: 01-05-2020

Salary:
$130k - $150k

Country:
New Zealand

Work type:
Permanent

  • Wellington Central
  • Authorised Financial Adviser
  • Market Related Salary Package, excellent employee benefits

 

Our client is a leading private wealth Advisory business who is currently focused on growth within their organisation and is now looking to expand their senior advisory team in Wellington. They are leaders in providing exceptional service in investment and retirement planning.

The Role:

Provide Wealth Advisory Services which includes investment, retirement planning, and Private Wealth services.

Key Responsibilities:

  • Develop and identify new business acquisition through best practice advisory
  • Service existing and prospective clients to discuss their financial needs
  • Engage with the wider team to promote the Company offering at networking and promotional events including developing internal stakeholder relationships
  • Prepare and provide suitable financial recommendations for existing and prospective clients
  • Contribute to developing a client-centric advisory service within the organisation with every client interaction

 

About You:

  • A high level of knowledge and proven experience in advising on investments for high and ultra-high net worth individuals
  • Exceptional Relationship Building skills at all levels as your client base will be diverse
  • 7+ years experience in a similar role within a Wealth advisory practice or NZ Banking institution
  • Authorised Financial Adviser
  • Certified Financial Planner (NZ/AUS) certification, advantageous

 

On Offer:

  • Attractive total remuneration package with excellent employee benefits
  • Ongoing Training & Progression in developing your financial planner expertise

Interested in this role?

Apply now