Strategic Advisor and Relationship Manager

New role. Chase warm leads, build business plans & be a trusted financial advisor to SMEs

  • Category : Accounting
  • Sub Category : Management Accountant
  • Location : Auckland
  • Work Type : Permanent / Full Time
  • Salary : $
  • Accounting/Finance background ideal
  • Fast growing, progressive firm
  • Use your passion for financial advisory & knowledge of small/medium businesses

 

A unique opportunity to join this progressive firm that supports the personal and professional success of their clients in the small and medium business space as well as each other.  This year is shaping up as a year of significant growth and as such they are looking to add a commercially strategic advisor and relationship manager to their team.

This is an awesome role if you have a passion for supporting business owners and helping them to grow. You'll essentially be working as a hybrid of a virtual CFO/financial advisor for a portfolio of clients, creating business plans, running workshops, supporting due diligence and negotiation of business purchases. 

This role is a mixture of sales/relationship management and financial advisory. You'll have a database of warm leads to follow, you'll have an awesome product suite that you can use to help you to engage business owners and develop relationships and once you have them engaged you'll help them to grow and optimise their business through a business plan. You'll also refer them to other parts of the business that look after lending, IT services, advisory, and accounting/bookkeeping. 

We're looking for someone who has a passion and understanding for the small/medium business landscape in NZ. You won't be afraid to pick up the phone to chase leads, and you'll have a natural affinity for financial advisory. You do not need to be CA qualified for this role but you will need to be able to speak comfortably to where you have added value and driven a business foward from a finance perspective. You may be currently working in a small business in the finance team, or you may come from a large business such as a bank where you have provided financial advice to SMEs. 

To be considered for this role please apply now, or you can contact Kathryn from Sprout on 0272744004 or kathryn@sproutnz.com if you have any questions.

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