Wealth Manager (Video)

Overview:
As one of New Zealand's most recognised wealth brands, ASB have an enviable track record in the market and offer an award-winning, personalised wealth investment service to customers. We are committed to fostering a culture where our people are engaged, passionate and valued.
Right now we have a great opportunity for a suitably experienced customer focused and driven wealth professional to join our dedicated Wealth team as a Wealth Manager. Based from one of our regional centres across New Zealand (location flexible) you will be looking after new customers who have substantial assets to invest. You will hold your meetings via phone and videophone, responding to each client uniquely and recognising their individual investment requirements.
What you will do:
The Wealth Manager (Video) role is to meet with new business customers that have been referred from the front line and branch, providing specialised investment advice and guidance through personalised investment portfolio solutions. Getting to know your customer and building new relationships to achieve a comprehensive understanding of your client's needs, drivers and goals, you will get their wealth journey with ASB off to the best possible start.
What we are looking for:
In short we are looking for a passionate investment professional with a demonstrable and successful history of relationship management. You will need to be currently working towards completing your AFA qualification and as necessary ASB will provide coaching and training to the successful individual.
Effective communication, excellent presentation skills and a genuine customer focus is crucial as well as vision and drive to manage and continue growing this business.
What's on offer:
In return you'll get to join our unbeatable team of established professional specialists. We offer a competitive remuneration package, flexible working practices and plenty of scope for career development and progression.
Being an organisation that truly embraces diversity and inclusion plays a key role in achieving our vision and living our values. We're committed to cultivating a flexible and supportive work environment that meets the needs of our people and our business and we welcome applications for this position from candidates seeking flexible working arrangements.