Financial Investment Manager
Sunlight Group LimitedNew Zealand, New Zealand, New Zealand9 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, New Zealand, New Zealand
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