Private Client Advisor, AFA
Mixture of Managed Funds and Direct Equities | A Firm with an Excellent Reputation in NZ
Summary about this job
Stockbroking & Trading
Company: Debbie Graham & Associates Limited
Location: Auckland
Work type: Full Time
Salary: Excellent OTE bonus too
Phone: +64-4-238-1926
Fax: +64-3-401-2144
E-mail: n\a
Site: n\a
Detail information about job Private Client Advisor, AFA. Terms and conditions vacancy
- Great Central Location
- Manage and grow existing client base
- New business development
Our client is one of the leading wealth management firms in New Zealand. As a result of continued growth, they wish to recruit experienced advisors in Auckland.
Ideally you will be AFA qualified or working towards it with the ability to build a network of Clients/Investors and have a passion for Equities, Bonds, Fixed Interest and the Financial Markets.
It is likely you have a background in Financial Services (Financial Planning, Private Banking, Wealth Management or similar) and now wish to make the transition into Sharebroking and Portfolio Management.
The key attributes our client is seeking include:
- Excellent communication skills
- Polish and professionalism
- An ability to build a strong client base
- Relationship development skills
- Research skills and an ability to interpret findings
- Strong network of contacts
Ideally you will hold a strong degree in Commerce or Finance, as well as a passion for the markets. For top rate candidates, a generous base salary plus profit share is offered.
For further details, please telephone Debbie Graham on (09) 358 0888 or click on the “Apply Now” link to submit your CV in Word Format to me directly. DG7296