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Investment Manager/Advisor Full-time Job

May 8th, 2024 at 16:52   Banking & Financial Services   Auckland Central   11 views Reference: 5053
Job Details

## Job Opportunity: Unique Investment Role in Commercial Syndication and Financial Advice

### About the Company: This growing Property Fund specializes in offering commercial syndications to Wholesale Investors. By raising capital, they source further investment opportunities through various channels such as direct referrals, accountants, solicitors, and financial advisors. The company focuses on providing investors with a strong return while minimizing risks associated with speculative markets. They have a track record of successful property funds and commercial syndications, as well as interests in mortgage broking and property management. The firm is dedicated to building an independent Wealth Advisory team, making this role a foundational hire.

### The Role: As a part of a specialized capital raising team, the primary responsibility is to network and cultivate investor relationships to increase investment inflow. This involves working with high net worth individuals and providing broader financial advice under the company's FAP license. Reporting to the COO, there is leadership potential to expand the Wealth Advisory team. The role offers autonomy and the opportunity to diversify investment or property-related background in a small but dynamic team environment.

### About You: The ideal candidate will have a confident relationship-building style with a focus on business development. A background in wealth advisory, investment capital raising, investor relations, or property funds management is preferred, along with a passion for developing investor relationships in commercial property/real estate. Holding an L5 investment qualification and at least 5 years of relevant experience is advantageous. The position suits individuals seeking leadership opportunities and career growth in the wealth advisory sector.

### Benefits: - Excellent base salary with the potential for a long-term commission structure - Opportunity for career advancement and leadership development within the firm

If you are interested in this unique opportunity, please send your CV and cover letter to Chris Heswall at chris@virtueconsulting.co.nz. Location: Auckland Central.

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For more information or to apply (in full confidence), please send your resume and cover letter to [Chris Heswall](mailto:chris@virtueconsulting.co.nz).