Client Services Manager L Funds L Kiwisaver, New Zealand

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NZ Funds

KiwiSaver Adviser

  • Posted 1mo ago
  • On Site
  • Full Time
Location

Auckland

Job Description

The role

NZ Funds has an opportunity for a rising star to join our Auckland-based specialist KiwiSaver team. You might already be a financial adviser, or work in professional services and aspire to be a financial adviser.

Providing financial advice and planning services to new and existing KiwiSaver clients, you will have a strong desire to help kiwis plan for and achieve a fully funded retirement, and a keen interest in investment markets and improving financial literacy. You will also be proactive and motivated to build a successful career as a financial adviser.


About you

To succeed in this role you will be/have:

  • Professional – you are interpersonally confident and articulate.
  • Suitable experience – be a financial adviser with experience in KiwiSaver, or experience in another professional services role (eg finance, law, accounting or similar).
  • A people person and excellent communicator – whether by phone, email or face to face you are able to make our clients feel both welcome and heard, with a demonstratable ability to build long-term relationships.
  • Diligent, organised and dynamic – you thrive on new and different tasks, taking ownership and initiative with the ability to work well individually.
  • Growth mindset – a strong desire to grow your skills and ability and help people within your community. You will sustain a high level of personal productivity through your energy, motivation and resilience.
  • Mandarin speaking is an advantage.



Responsibilities

Your responsibilities will include:

  • Advising and servicing clients.
  • Onboarding new clients.
  • Conducting portfolio reviews.
  • Educating and informing new and prospective clients of the merits of KiwiSaver and the services NZ Funds offers.
  • Following NZ Funds' risk management and compliance requirements.



What’s in it for you

In return for you bringing your talents and energy we offer:

  • A highly competitive remuneration package and a clear pathway to professional success.
  • A supportive and encouraging environment working within head office in the heart of the city.
  • Being part of a growing, innovative firm that actively supports its staff to develop and ‘be their best’.



If this role sounds exciting and you believe you have the right skills and experience, we'd love to hear from you. Please email your CV and a cover letter to careers@nzfunds.co.nz.



About us

NZ Funds was founded over 35 years ago to manage money for New Zealanders and their families. We define our purpose as helping New Zealanders to make better financial decisions.
We are an independent company, in ownership and spirit.
We have a nationwide team of investment, advice, technology and client services professionals, spread across six offices throughout New Zealand.

Hard Skills Required

  • Outbound Calling

Soft Skills Required

  • Interpersonal Skills
  • Communication
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