Senior Wealth Manager Head Of Investments

Are you an experienced Private Wealth Manager Financial Advisor and you are looking to take the next step to become Senior Wealth Manager Head of Investments br If yes and you have experience advising in the investment division this is the role for you br The main purpose of the role is to work with doctors advise them on a strategy and give knowledge ofsho w they will achieve their financial goals br Key tasks include br Oversee the analysis research and due diligence for our investment advise br Coordination of the Investment Committee br Responsibility for New Zealand investment revenue targets br Support Private Wealth Managers to deliver investment solutions to clients br The successful candidate would likely have the following attributes br Must be an AFA with experience working in a compliant environment br Minimum 2 years experience working as a Financial Planner specialising in investment br A proven track record of achieving revenue targets br Negotiation and sales skills br Advanced knowledge of New Zealand investment advice ideally extending to direct residential property br If you believe you have the passion and drive please send your CV and Cover Letter to ailish dunphymadison co nz quoting the job reference 88372 or apply below Only candidates who are legally entitled to work in New Zealand will be considered