Financial Broker at United Capital Limited

Job Description:

Latest job information from United Capital Limited for the position of Financial Broker. If the Financial Broker vacancy in Auckland City matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at United Capital Limited for the position of Financial Broker below matches your qualifications.

Financial Broker

 

Duties and Responsibilities

• Provide professional financial advice and brokerage services to clients, assessing their financial goals, risk profiles, and investment needs.
• Develop and maintain strong client relationships by understanding clients’ financial circumstances and providing tailored financial solutions.
• Analyse financial markets, investment products, and economic trends to identify suitable investment opportunities and strategies.
• Facilitate the buying and selling of financial products, including shares, securities, managed funds, insurance products, and other investment instruments.
• Conduct financial needs assessments and prepare recommendations based on clients’ objectives, risk tolerance, and regulatory requirements.
• Assist clients with investment planning, portfolio management, asset allocation, and wealth management strategies.
• Research and evaluate financial products, providers, and market conditions to ensure appropriate recommendations are provided.
• Prepare financial reports, investment proposals, and client documentation in accordance with company policies and compliance obligations.

Job Info:

• Company: United Capital Limited
• Position: Financial Broker
• Work Location: Auckland City
• Country: NZ

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Financial Broker at the office Auckland City above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

Next Page »

  Cook needed in Thai restaurant at Tabarik enterprices ltd

Posted: 58 minutes ago

Desc: Tabarik Enterprises Limited T/A De Grand Thai Restaurant is located in central Auckland. We provide top-class Thai food for tourists and local business people. We now need one Cook to help us to provi...

Company: Tabarik enterprices ltd | Location: Auckland City

---

  Financial Broker at United Capital Limited

Posted: 23 hours ago

Desc: Financial Broker Duties and ResponsibilitiesProvide professional financial advice and brokerage services to clients, assessing their financial goals, risk profiles, and investment needs.Develop and ma...

Company: United Capital Limited | Location: Auckland City

---

  Sign Maker at Better Building Construction NZ Limited

Posted: 23 hours ago

Desc:  Company OverviewBetter Building Construction NZ Limited is an Auckland-based construction company specialising in commercial fit-out and interior construction services. The company undertakes a wide...

Company: Better Building Construction NZ Limited | Location: Auckland City

---

  DRYWALL WORKER at Hot Fire Construction Limited

Posted: 1 day ago

Desc: Drywall Worker WantedWork Location: Auckland RegionEmployment type: Full-time (minimum 30 hours/per week, roster from Monday to Saturday), Permanent roleOur pay: $25.00-$32.00 per hour depending on sk...

Company: Hot Fire Construction Limited | Location: Auckland City

---

  CARPENTER at LIC IMMIGRATION

Posted: 1 day ago

Desc: About usA well-established company MK BUSINESS LIMITED is now enlarging its team to cope with the fast development. We are looking for CARPENTERS.More details about the position●        Location: AUCK...

Company: LIC IMMIGRATION | Location: Auckland City

---