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Financial Adviser Opportunities Job at Trustees Executors, Otago, Dunedin



Location:
   Otago
   Dunedin
Classification:
   Banking & Financial Services
   Financial Planning
 

Trustees Executors is a rapidly growing New Zealand trustee and financial services company that has been assisting New Zealanders with their wealth management for nearly 130 years.

We are expanding our Private Wealth Management service. This has created the opportunity for experienced financial advisers based in Dunedin to join our Private Wealth Advisory team.

In the role of Private Wealth Adviser, your primary responsibility will be identifying and securing new business opportunities, as well as providing professional financial advice to high net worth clients.

You will have a strong background in financial planning with the ability to maintain and enhance client relationships whilst identifying cross-selling opportunities to the wider business. We anticipate our preferred candidate will have at least three years relevant experience and accordingly have an extensive industry network.

If you are a high calibre, self motivated individual working to become an Authorised Financial Adviser and want to join a highly skilled team of professionals then we want to hear from you

To apply or request a copy of the job description please email vacancies@trustees.co.nz call Nikki Baxter on 0800 Trustees (0800 878 783).

Direct applicants only. No agencies please.

www.trustees.co.nz