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Financial Investment Manager
Sunlight Group LimitedNew Zealand4 days ago
Job descriptioninterviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies; monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets; recommending and arranging insurance cover for clients;
Bachelor degree or higher qualification.
At least five years of relevant experience may substitute for the formal qualification
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Investment Manager • New Zealand