Graduation Speech : Skills And Experience

1789 Words Aug 8th, 2015 8 Pages
Required Skills and Experience
• Educated to degree standard or equivalent.
• Experience of venture capital, accounting, banking, or of being an entrepreneur.
• Analytical skills.
• An interest in technology and social media.
• Ability to work as an integral part of a small team.
• Ability to communicate with a wide variety of people including investees, stakeholders and intermediaries.
• Familiarity with Word and Excel.

Desired Skills and Experience
Knowledge/Experience: 
- 7+ yrs. experience in a financial services
- 5+ years recruiting sales professionals
- Experience in the 403(b) retirement plans marketplace is preferred
Skills: 
- Customer service skills required
- Strong relationship building and influencing skills
- Excellent communication skills, both oral and written
- Outstanding presentation skills
Certification Registration: 
Series 7 registration preferred, Certified Financial Planner, CLU or ChFC designation preferred

Education/Training: 
Bachelors degree
Other: 
Up to 50% travel

About this job
Job description
This role is based in our recently established Auckland office. The successful candidate will work closely with our managing directors and will be involved in assisting with business development and client management across our investment banking and advisory service areas.
This role includes originating and managing the execution of engagements with previous and new clients.
Desired Skills and Experience
You will have a…

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