KiwiSaver Adviser

Leading investment company requires Kiwisaver Adviser to join their Auckland based team.

  • High-quality Investment Management Organisation
  • Manage presentations, seminars and education events
  • Provide Kiwisaver advice to existing & prospective members

THE COMPANY

Our Client is one of New Zealand’s leading boutique fund managers. They have a reputation for delivering solid investment returns and fantastic service delivery to their Clients. Through substantial growth, they now require a Kiwsaver Adviser to join their team.

THE ROLE

  • Responsibility for KiwiSaver clients who receive advice as part of their service
  • To be client-focused and always act in the client’s best interest
  • Generate new members and FUM via growth activity and converting prospectsInput into the ongoing development and implementation of advice and advice tools for KiwiSaver members
  • Planning & execution of regular seminars, roadshows and education events related to KiwiSaver
  • Other duties around brand awareness, blogs, articles and social media

ABOUT YOU

  • Strong investment and Kiwisaver knowledge
  • Ability to build long term client relationships
  • Confident presenter and public speaker
  • Experience working within the Kiwisaver industry
  • Qualified Financial Adviser (Level 5)
  • Tertiary Qualified

If you are interested in this role please apply now by clicking the link below or by sending your CV and cover letter to Collette Gascoigne-Spittle on collette@virtueconsulting.co.nz