Lara De Wet Email & Phone Number

❖ Build new relationships and provide sound investment advice following the Six Step Advice process.❖ Foster successful relationships with existing clients, providing them with top-of-the-line financial advice and identifying any new business opportunities that arise because of existing client engagement, facilitating onboarding or referrals to other business areas, as required.❖ Review investment performance of overall portfolios, identify re-balancing needs and provide suitable… Show more ❖ Build new relationships and provide sound investment advice following the Six Step Advice process.❖ Foster successful relationships with existing clients, providing them with top-of-the-line financial advice and identifying any new business opportunities that arise because of existing client engagement, facilitating onboarding or referrals to other business areas, as required.❖ Review investment performance of overall portfolios, identify re-balancing needs and provide suitable recommendations aligning with clients’ risk tolerance time frame and goals.❖ Proactively build relationships across the wider CIP business. Show less

❖ Engage with advisers to help them work through the advice process, ensuring both accuracy and efficiency.❖ Assist in the development and improvement of advisory processes and tools, and management of these tools on an ongoing basis.❖ Utilize portfolio analytical expertise to assess and pinpoint risks within client portfolios.❖ Travel to branches delivering presentations/training sessions and building relationships with the Adviser.

❖ Develop best practice to deal with specific ‘non-standard’ situations. Help advisers work through these situations, drawing on this best practice.❖ Provide support to advisers covering issues relevant to providing advice. This may cover areas such as regulatory obligations, markets, portfolios, documentation, tax, risk profiling, objective modelling, financial information (trusts, KiwiSaver, NZ Super etc).❖ Review discovery, IPS and associated documents to ensure SAA is appropriate… Show more ❖ Develop best practice to deal with specific ‘non-standard’ situations. Help advisers work through these situations, drawing on this best practice.❖ Provide support to advisers covering issues relevant to providing advice. This may cover areas such as regulatory obligations, markets, portfolios, documentation, tax, risk profiling, objective modelling, financial information (trusts, KiwiSaver, NZ Super etc).❖ Review discovery, IPS and associated documents to ensure SAA is appropriate for the client’s needs and risk profile.❖ Oversee asset allocation advice to individuals, trusts and charitable organisations. Show less

Auckland, New Zealand

New Zealand

The AUT Investment Club is a student-run initiative that provides a forum for Business students to unite in expanding their investment knowledge. The club aims to bridge the gap between the classroom and the finance industry. Accordingly, we facilitate industry speakers and strive to up skill our members by running a competition that gives participants the opportunity to applyclassroom knowledge to practical investment projects.

Prime Minister Scholarship Participant, Finance And International Business

Bachelor Of Business, Majoring In Finance, Economics And International Business.

Activities and Societies: Working full time, while studying