Isaac Greville
Manchester
Summary
I am a 28 year old Client Manager currently employed at Omny Benefits. I am a fully trained Financial Adviser from New Zealand, where I spent the majority of my professional career, gaining invaluable experience in financial advice, investments, insurance, client relationship management and problem solving. I have over five years' experience advising clients on protection, retirement planning and wealth management and now manage corporate client relationships with a focus on workplace pensions and employee benefits. I completed a Bachelor of Commerce majoring in Finance & Economics at the University of Auckland and hold the NZ Certificate in Financial Services (Level 5), specialising in Investments and Life & Health Insurance. Having a very analytical mind I thrive on new challenges and enjoy research and problem solving. I pride myself on my integrity, loyalty and professionalism, and enjoy building strong relationships with clients and colleagues from all walks of life.
Overview
6
6
years of post-secondary education
10
10
years of professional experience
Work history
Client Manager
Omny Benefits
Manchester
2025.10 - Current
Managing corporate client relationships with a focus on workplace pensions, supporting employers and employees to understand and optimise their pension and benefits offerings through proactive, high-quality service and guidance.
Protection Adviser
Vitality
Manchester
2024.06 - 2025.10
- Job entails generating business via new leads and giving clients tailored advice around their personal insurance needs.
Senior Financial Adviser
Aurora Financial
2021.01 - 2024.04
- Job entails generating business via contacting our existing client database & new leads. Paraplanning, creating statements of advice & generating product reports for comparison purposes. Presenting investment & financial product advice surrounding superannuation & personal insurances. Superannuation & financial product analysis. Strong verbal & written communication to relay important information to clients, providers & internal support staff.
Front of House Manager
Bowentown Cafe
Waihi Beach
2020.05 - 2020.12
- Job entailed being in-charge of the front of house staff and customer needs such as coffee and food. I also provided assistance in book keeping and stock control.
Head Bartender
Trusts Arena
Auckland
2018.12 - 2020.04
- Job entailed serving alcohol such as beer, wine, spirits, cocktails and hot drinks to customers.
Head Bartender
Spark Arena
Auckland
2018.03 - 2018.12
- Job entailed serving alcohol such as beer, wine, spirits and cocktails to customers.
Head Bartender/Wait Staff
Alexandra Park
Auckland
2016.09 - 2018.02
- Job entailed serving behind the bar on race nights. The role also involved supervising a team and staff training. The wait staff position included duties such as delivering meals, drinks and clearing tables.
Education
Bachelor of Commerce - Finance, Economics
University of Auckland
Auckland 2017.01 - 2020.01
NCEA - Economics, Mathematics, Statistics, Accounting
Saint Kentigern College
New Zealand 2014.01 - 2016.01
NZ Certificate in Financial Services (level 5) - investment, insurance
Open Polytechnic
New Zealand 2022.01 - 2023.01
Skills
- Microsoft Word expertise
- Microsoft Excel proficiency
- Microsoft PowerPoint skills
- Public speaking and presentation
- Salesforce
- Client relationship building
- Excellent communication
- Presentation and pitching skills
- Rapport building
References
References available on request.
Interests
Gym, Church, Golf, Football, Rally car navigation/co-driving
Community Work
Leadership USA, Facilitator of Stage One, Los Angeles, USA, I am currently employed by Leadership USA as a facilitator of Stage One. This is a volunteer position held once a year in Los Angeles, USA and I have held this position for 6 years. I facilitate a group of 10 young men from all walks of life and backgrounds teaching them leadership and life skills. Leadership USA is a leadership development course for young men, where we take an in depth look into different leadership styles, the development of leadership skills and understand the fundamentals of teamwork and group dynamics. I first partook in it as a younger boy for 3 years, and now facilitate as a group facilitator. Highly rewarding.
Timeline
Client Manager
Omny Benefits
2025.10 - Current
Protection Adviser
Vitality
2024.06 - 2025.10
NZ Certificate in Financial Services (level 5) - investment, insurance
Open Polytechnic
2022.01 - 2023.01
Senior Financial Adviser
Aurora Financial
2021.01 - 2024.04
Front of House Manager
Bowentown Cafe
2020.05 - 2020.12
Head Bartender
Trusts Arena
2018.12 - 2020.04
Head Bartender
Spark Arena
2018.03 - 2018.12
Bachelor of Commerce - Finance, Economics
University of Auckland
2017.01 - 2020.01
Head Bartender/Wait Staff
Alexandra Park
2016.09 - 2018.02
NCEA - Economics, Mathematics, Statistics, Accounting
Saint Kentigern College
2014.01 - 2016.01