Senior Wealth Office Adviser
The New Zealand Automobile Association (Incorporated)(7 days ago)
About this role
A Senior Wealth Officer Adviser at Westpac specializes in providing investment advice and financial planning services for high-value clients. The role involves developing personalized solutions, managing relationships, and supporting business growth within the wealth management division.
Required Skills
- Investment Advice
- Financial Planning
- Relationship Building
- Negotiation
- Client Management
- Investment Knowledge
- Financial Solutions
- Customer Service
- Networking
- Financial Products
About The New Zealand Automobile Association (Incorporated)
co.nzN/A
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