Understand each client's goals, financial position, timeframe and appetite for risk.
Investment Adviser
A client-facing investment advice opportunity for someone with strong technical judgement, clear communication and a proactive, client-focused attitude.
Help clients make informed investment decisions.
This role suits an adviser or financial services professional who enjoys technical analysis, clear client conversations and practical follow-through. The successful person will work with the Trilogy team across investment advice, retirement planning and KiwiSaver conversations.
Work with a boutique advice team focused on investments, retirement planning and KiwiSaver.
Support clients with clear, practical investment advice and long-term planning conversations.
Bring analytical skill, commercial judgement and a high standard of client care to every recommendation.
Role requirements.
- A Bachelor's Degree in Finance, Commerce, Economics or a related field preferred, and/or a Level 5 qualification with Investment Standards endorsement.
- Minimum 2 years' experience in a client-facing investment advisory or financial services role.
- Strong communication skills and fluency in English.
- Ability to work under pressure and meet deadlines.
- Strong analytical and problem-solving skills.
- A proactive and client-focused attitude.
Client-facing advice with strong team support.
Support the preparation and delivery of investment and retirement planning advice.
Communicate recommendations clearly and keep client conversations practical and well documented.
Work with the wider team to maintain advice quality, process discipline and responsive client service.
Let's get your financial future organised.
A no-obligation conversation with a Parnell-based adviser who takes the time to understand where you're heading.