Meet Liv Watkins
WHAT’S YOUR BACKGROUND?
I’ve worked at Cambridge Partners for over 8 years. I originally completed some work experience with them in 2011 and joined them full time when I left high school in 2012.
WHAT DO YOU ENJOY MOST ABOUT YOUR ROLE?
I enjoy meeting and getting to know our clients, I feel a great sense of satisfaction knowing that as a team, we can help make our clients financial lives easier.
I enjoy working for multiple advisers as they each have a different style which varies my days.
In addition to our private clients, I also help prepare the investment reporting for our institutional clients.
WHAT QUALITIES MAKE YOU WELL SUITED TO THIS POSITION?
I like to be well organised to ensure that everything gets done. I’m adaptable and have worked with multiple advisers and have developed a very good understanding of how each of them like to work.
WHAT DO YOU LOVE MOST ABOUT BEING PART OF CAMBRIDGE PARTNERS?
We care about our clients and are supportive of each other to provide the best possible outcomes. We build a relationship based on trust to help clients with their financial lives, providing financial security and guidance.
I really love the Cambridge Partners team and culture. I help run the social committee and enjoy organising events for the team.
WHAT DO YOU ENJOY DOING OUTSIDE OF WORK HOURS?
I enjoy socialising with friends and spending time with my family including dog, Missy. I try to get over to Akaroa as often as I can as well as travelling further afar every now and again.