Relationship Manager | Funds Management Full-time Job

About the Opportunity

A New Zealand-owned fund manager with a strong and vibrant culture is currently seeking a Relationship Manager to join their growing team. This firm has a solid reputation for delivering strong investment performance and is dedicated to providing excellent advice and service to their investors. As a Relationship Manager, you will play a crucial role in managing existing client relationships and developing new business opportunities.

Key Responsibilities

• Manage relationships with retail and high net worth clients
• Develop new business through referrals with Accountants and Lawyers
• Deliver a high level of service to clients
• Create and nurture lasting relationships with investors to help them achieve their financial goals

About You

The ideal candidate for this role will have:

• Proven experience in relationship management with retail and high net worth clients
• A strong interest in financial markets and achieving financial outcomes for clients
• Highly motivated with a proactive approach and a strong networking ability
• Excellent communication skills, both verbal and written
• Ability to work independently and drive growth through referrals
• Passion for delivering superior service and building strong client relationships

Why Join This Company

This company offers a fun, upbeat, dynamic, and energetic work environment. You will have the opportunity to work closely with in-house investment professionals and be part of a team that is dedicated to success and growth. As an ambassador for this highly regarded fund manager, you will have the chance to make a real impact on clients' financial journeys.

Contact Information

If you are interested in this exciting opportunity, please send your resume and cover letter to Debbie Graham at Debbie.Graham@dga.nz. For a confidential discussion, you can also contact Debbie Graham at 09 358 0888.

Location

This role is based in Takapuna, Auckland.