Investment Manager

Newmarket, Auckland
Permanent
Full-time

7 days ago

Our client, a respected and growing financial services firm based in Auckland, is seeking a skilled Investment Manager to join their high-performing team. This role offers a fantastic opportunity to manage client portfolios, develop investment strategies, and provide expert financial advice to a diverse range of clients.Key Responsibilities

Develop and manage a portfolio of investors, serving as the primary contact for investment communication
Identify and assess direct investment and fund opportunities
Conduct detailed investment analysis and due diligence
Provide recommendations on investments and divestments to clients
Analyse economic trends and interpret data to inform investment decisions
Present investment strategies and opportunities to new and existing clients
Build and manage a strong investment pipeline
Prepare detailed performance and valuation reports
Proactively seek and engage new investors
Provide tailored investment advice aligned with clients' goals and risk appetite
Continuously improve processes, strategies, and client offerings
Ensure all advice and documentation complies with relevant regulations

About YouTo succeed in this role, you will bring a strong blend of sales acumen, analytical capability, and relationship management skills. You thrive in client-facing roles, excel at presenting complex information with clarity, and are driven by results.You will ideally have:

Level 5 Certificate in Financial Services - essential
Proven success in investment or wealth management roles
Strong relationship-building and sales skills
Excellent communication and presentation abilities
High level of integrity and commitment to ethical practice
Strong analytical and financial reporting skills
In-depth knowledge of investment products and financial markets
Experience in managing investment portfolios and client strategies
Confidence to engage with high-net-worth individuals and institutional clients

Why Join?

Attractive salary package tailored to your experience
Opportunities for professional development and career advancement
Collaborative and supportive team culture
Ongoing training to keep your skills sharp and up to date

Apply NowIf this opportunity aligns with your background and aspirations, we'd love to hear from you. Please submit your CV via the "Apply Now" button. Be sure to include your current New Zealand residency status, as eligibility to work in New Zealand is essential.For more information, contact Edwin Christopher at echristopher@adecco.co.nz or 021 222 0981."By applying for this job, you confirm you have read and consent to the Collection Statement located viaBy proceeding, you agree to receive marketing e-mails from The Adecco Group and acknowledge you can opt out at any time.As one of the world's largest employers, we believe in talent not labels, and focus on the diverse and unique skills our people bring. Our commitment to equal opportunity, inclusion, and diversity is part of our broader dedication to respecting fundamental human rights across our value chain. We seek to foster a culture of belonging and purpose, an environment where everyone can thrive and feel engaged, and where difference is respected and valued."

Adecco

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