Investment Adviser: Build Client Portfolios & Equity Options

Craigs Investment Partners Limited; Gisborne; À distance; NZD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Comprehensive health insurance

Annual Volunteer Day

Additional leave

Parental leave - 26 weeks

Long service leave

Flexible work options

Equity participation

Résumé du poste

Craigs Investment Partners in Gisborne seeks an Investment Adviser to grow a local client base and provide quality investment guidance aligned to client goals. The role emphasizes ongoing learning within a team of advisers and active client development.

The successful candidate will ideally hold a tertiary finance/commerce/business degree, be a qualified Financial Adviser (desirable), and demonstrate strong communication and networking skills with local connections. Permanent role in Gisborne.

Qualifications

• Bachelor’s or higher in finance, commerce, business or related field.
• Be a qualified Financial Adviser (desirable) or equivalent experience.
• Strong communication and networking skills with client focus.

Responsabilités

• Develop business plans and strategies to build a client base.
• Provide high quality investment advice aligned to client goals.
• Foster professional relationships and contribute to team success.

Connaissances

Client development

Networking

Communication

Relationship building

Formation

Tertiary degree in finance/commerce/business

Description du poste

Craigs Investment Partners in Gisborne seeks an Investment Adviser to grow a local client base and provide quality investment guidance aligned to client goals. The role emphasizes ongoing learning within a team of advisers and active client development.

The successful candidate will ideally hold a tertiary finance/commerce/business degree, be a qualified Financial Adviser (desirable), and demonstrate strong communication and networking skills with local connections. Permanent role in Gisborne.