George Kozlov
Auckland,AUK
Summary
Motivated and self-driven professional with a proven ability to build and maintain strong client relationships, supported by extensive expertise in CRM and other private wealth management software. Brings an exceptional commitment to excellence and a high standard of accountability to all responsibilities, ensuring consistent performance and success. Excels as a collaborative team player, fostering positive relationships, mutual respect, and shared success within a dynamic work environment.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Private Wealth Assistant
Craigs Investment Partners
Auckland CBD, Auckland
09.2023 - Current
- Offer support across critical client interactions, such as onboarding new accounts, producing portfolio reports, rebalancing portfolios, and managing cash flow.
- Be the first point of contact in assistance for prospective clients, current clients, or one-off transaction applicants.
- Organize and execute client meetings on behalf of the advisors.
- Prepare correspondence for voluntary corporate actions and new issues to be sent to applicable clients and note corresponding responses.
- As a more experienced PWA, assist colleagues with day-to-day tasks and client requests.
Residential Assistant
Auckland University of Technology
Auckland CBD, Auckland
01.2022 - 11.2022
- Organized events such as movie nights, game nights, and study groups for students living on campus.
- Completed daily and weekly resident welfare checks, and coordinated with facility staff to meet resident needs.
- Assisted in the management of room assignments and move- and -out processes to ensure smooth transitions.
- Led campus tours, new resident orientation and ongoing educational sessions.
- Developed strategies to address challenging behavior among residents.
Education
Bachelor of Mathematical Sciences - Major in Astronomy & Minor in Applied Mathematics
Auckland University of Technology
Auckland, NZ03-2023
High School Diploma -
ACG Strathallan College
Auckland, NZ12-2019
Skills
- Exceptional client service
- Highly motivated and adaptable
- Collaborative in a team environment
- Accountability and problem-solving
- Portfolio analysis and adjustment
- Efficient technology utilization
Affiliations
- Currently training to return to high-level sprinting after a major double hip surgery
- Actively monitoring and updating a personal investment portfolio of shares
- Manage a short-term rental property in Gisborne
Accomplishments
- Bachelor of Mathematical Sciences with an 8.625 GPA (95.8%)
- Represented New Zealand in the 2023 Pacific Games in athletics
- As the Auckland Branch Champion, helped Craigs Investment Partners raise $50,000 for the 50km A Day challenge, in March 2025.
Certification
- Currently completing the NZ Certificate in Financial Services Level 5 (Investment)
Languages
Russian
Native/ Bilingual
References
References available upon request.
Timeline
Private Wealth Assistant
Craigs Investment Partners
09.2023 - Current
Residential Assistant
Auckland University of Technology
01.2022 - 11.2022
Bachelor of Mathematical Sciences - Major in Astronomy & Minor in Applied Mathematics
Auckland University of Technology
High School Diploma -
ACG Strathallan College
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