Nick Zwi
Auckland
Overview
9
9
years of professional experience
Work History
Wealth Adviser & Division Founder
Generate KiwiSaver
02.2022 - Current
- Spearheaded the design and implementation of the investment planning advice process, contributing to the launch of Generate's Wealth division
- Provided tailored investment advice to new and existing clients, ensuring compliance with regulatory frameworks
- Developed comprehensive investment planning materials, including fact finds, disclosures, and educational documents
- Regularly presented to the executive team, leading discussions on the strategic direction of Generate Wealth
- Collaborated with diverse internal stakeholders, integrating external software to enhance service delivery
- Designed and automated Salesforce workflows, enabling scalable advice solutions.
Senior Client Adviser
Fisher Funds
10.2020 - 02.2022
- Delivered bespoke investment planning services for KiwiSaver and Managed Funds clients, consistently exceeding performance targets
- Conducted risk profiling and asset allocation to develop personalized investment strategies
- Consistently exceeded performance targets.
KiwiSaver Specialist
Fisher Funds
01.2020 - 10.2020
- Played a key role in the expansion of the KiwiSaver acquisition team, growing it from a single member to a team of four
- Provided expert investment advice to new KiwiSaver clients, contributing to the team’s growth and success.
Client Relationship Manager
Fisher Funds
02.2019 - 01.2020
- Trained and mentored five Client Relationship Managers, enhancing the quality of client interactions
- Built strong client relationships by delivering personalized service and responding effectively to individual client needs.
Independence and Conflicts Analyst
Deloitte
06.2017 - 10.2017
- Assessed and managed local and cross-border conflicts of interest submissions, ensuring compliance across various business lines.
Customer Consultant / Personal Banker
Hongkong Shanghai Banking Corporation (HSBC)
06.2016 - 06.2017
- Provided tailored financial advice on mortgage applications and conducted KYC and AML interviews
- Managed forex transactions and built long-term client relationships within a dedicated portfolio.
Operations Support Officer (Fixed Term)
Partners Life Insurance
01.2016 - 06.2016
- Managed life insurance applications, maintaining high levels of quality assurance and communication with stakeholders.
Education
New Zealand Certificate in Financial Services (Investment Strand) -
01.2016
Bachelor of Laws (LLB) -
University of Otago
01.2016
Skills
- Relationship Building
- Articulation
- Adaptability
- Customer Acquisition
- Strategic Planning
- Go Getter
Leadership Experience
Chairman of the Body Corporate, Serving second term as Chairman for a block of 8 properties, demonstrating successful mediation and negotiation skills., Currently leading negotiations with the local council for a potential property buy-out following the January 2023 flooding events.
Personal Information
Title: Wealth Adviser
Hobbies and Interests
- Passionate about the outdoors, particularly surfing and skiing.
- Committed to a healthy lifestyle, emphasizing regular exercise and balanced nutrition.
- Enjoy working in people-oriented environments.
Timeline
Wealth Adviser & Division Founder
Generate KiwiSaver
02.2022 - Current
Senior Client Adviser
Fisher Funds
10.2020 - 02.2022
KiwiSaver Specialist
Fisher Funds
01.2020 - 10.2020
Client Relationship Manager
Fisher Funds
02.2019 - 01.2020
Independence and Conflicts Analyst
Deloitte
06.2017 - 10.2017
Customer Consultant / Personal Banker
Hongkong Shanghai Banking Corporation (HSBC)
06.2016 - 06.2017
Operations Support Officer (Fixed Term)
Partners Life Insurance
01.2016 - 06.2016
New Zealand Certificate in Financial Services (Investment Strand) -
Bachelor of Laws (LLB) -
University of Otago
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