Senior Wealth Manager
Auckland, New Zealand
2d ago

Overview :

As one of New Zealand's most recognised wealth brands, ASB have an enviable track record in the market and offer an award-

winning, personalised wealth investment service to customers. We are committed to fostering a culture where our people are engaged, passionate and valued.

Right now we have a great opportunity for a suitably experienced and qualified wealth professional to join our dedicated Wealth team as a Wealth Manager.

Based from Auckland's Constellation Drive - North Shore, you will manage a portfolio of new and existing ASB clients who have substantial assets to invest, responding to each client uniquely and recognising their individual investment requirements.

What you will do :

Maintaining a portfolio of high-net worth clients and acting with care, skill and diligence, you will provide specialised investment advice and guidance through personalised investment portfolio solutions.

You will be able to use your experience to act on referrals from colleagues and of course from satisfied customers.

What we are looking for :

In short we are looking for a passionate, experienced AFA qualified investment professional with a demonstrable and successful history of relationship management.

Effective communication, excellent presentation skills and a genuine customer focus is crucial as well as vision and drive to manage and continue growing this business.

What's on offer :

In return you'll get to join our unbeatable team of established professional specialists. We offer a competitive remuneration package, tool of trade vehicle and plenty of scope for career development and progression.

Being an organisation that truly embraces diversity and inclusion plays a key role in achieving our vision and living our values.

We're committed to cultivating a flexible and supportive work environment that meets the needs of our people and our business and we welcome applications for this position from candidates seeking flexible working arrangements.

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