Jay Bester Email & Phone Number

Christchurch, Canterbury, New Zealand

Christchurch, Canterbury, New Zealand

Auckland

• Building quality relationships with new and existing clients to provide personalised solutions in achieving their financial goals• Preparation and presentation of client investment recommendations.•Providing a high level of ongoing service including regular reviews for existing client’s investments portfolios.•Building relationships and rapport with internal and external business partners to grow and develop client base. •Keeping up to date with markets and adopt best practice… Show more • Building quality relationships with new and existing clients to provide personalised solutions in achieving their financial goals• Preparation and presentation of client investment recommendations.•Providing a high level of ongoing service including regular reviews for existing client’s investments portfolios.•Building relationships and rapport with internal and external business partners to grow and develop client base. •Keeping up to date with markets and adopt best practice guidelines for the role and the profession•Educating and training both internal business partners and external parties regarding key investment concepts, ASB Wealth's value proposition, financial planning, advice and products. Show less

Wynyard Quarter_Auckland

What I do•Full quality check of all personal financial advice given by ASB Wealth Managers by anaylsing and assessing all information provided.•Ensure information provided by Wealth Managers is sufficient to prepare a plan and fully justify suitability of recommendations as well as meeting the requirements of the Financial Advisors Act 2008 and ASB Wealth Management’s policy and standards.•Work with the Wealth Manager to get clarification of any discrepancies/ inconsistencies or… Show more What I do•Full quality check of all personal financial advice given by ASB Wealth Managers by anaylsing and assessing all information provided.•Ensure information provided by Wealth Managers is sufficient to prepare a plan and fully justify suitability of recommendations as well as meeting the requirements of the Financial Advisors Act 2008 and ASB Wealth Management’s policy and standards.•Work with the Wealth Manager to get clarification of any discrepancies/ inconsistencies or missing information. •Produce high-quality investment plans, proposals and letters for clients of ASB Wealth Management in a timely and accurate manner.•Prepare one off, complex plan amendments.•Ensure that all Investment plans, proposals and letters produced follow fundamental investment and financial planning principles and are in accordance with bank guidelines and regulatory requirements.•Prepare investment projections and figures to ensure that the plan meets the client’s financial objectives and to suggest alternative solutions.•Manage the delivery of multiple plans to Advisers within agreed timeframes.•Maintain templates which outline asset allocation and product information to clients.Technical Skills • Knowledge of investment markets and products. • Understanding of relevant tax and legal considerations. • Ability to communicate verbally and in writing to a variety of people at all levels, to a very high standard and with a high degree of accuracy. • Over 4 years NZ Financial Planning writing experience. • Experience in the provision of exceptional customer service. • Excellent numeracy skills and provide a high level of accuracy. Show less

Advice preparation including scope of service, research modelling and risk profilingOversight of new client implementationReview Preparation of the quarterly investment reportOversight of the technical libraryStrategic development and oversight of the maintenance of the company compliance programmeKiwiSaver Annual ResearchOversight of Taxation Online communications and marketing

Wellington & Wairarapa, New Zealand

Bachelor Of Commerce (Bcom), Accounting, Finance & Commercial Law

Authorised Financial Adviser, Financial Planning And Services