Relationship Manager

Account & Relationship Management (Banking & Financial Services)Full timeClient Consultations: Engage with clients to understand their financial goals, dreams, and challenges. Conduct comprehensive assessments of their financial status resulting in tailored advice.Education and Empowerment: Educate clients about financial strategies, opportunities, and risk management, empowering them to make informed decisions.Building Client Relationships: Foster strong, long-lasting relationships with clients, acting as a trusted financial partner throughout their financial journey.Business Development: Proactively seek opportunities to expand the client base and grow the business through referrals and networking.Compliance: Stay abreast of financial regulations and adhere to ethical standards, ensuring compliance with industry best practices.Qualifications and Skills:New Zealand Certificate in Financial Services (Level 5) preferred but not mandatory.Proven experience as a Financial Adviser, with a track record of successfully guiding clients towards their financial goals.Proven sales ability - finance sales a strong advantage.Strong analytical skills and a deep understanding of financial markets and of lending and insurance products.Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and concise manner.Your application will include the following questions:Which of the following statements best describes your right to work in New Zealand?Do you have experience in a role which requires relationship management experience?Do you have experience in a sales role?Do you have customer service experience?How many years' experience do you have as a financial adviser?
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