Summary: Seeking an experienced Investment Manager to build and manage client portfolios, perform investment analysis, and develop strategic referral networks within a leading financial advisory firm. Highlights: 1. Opportunity to manage your own investment portfolio 2. Develop and grow your professional network 3. Work with a respected financial advisory firm Investment Manager – Financial Advisory & Wealth Management Location: Auckland / New Zealand-wide travel may be required Employment Type: Full-time About Our Client Our client is a leading New Zealand-owned Financial Advisory firm, specialising in investment, wealth management, and portfolio planning. They help clients achieve their financial goals by providing tailored investment solutions and strategic advice. The Opportunity We are looking for an experienced Investment Manager to join the team. This role is ideal for someone with a strong track record in sales, relationship management, and investment strategy who enjoys building meaningful client relationships while actively managing an investment portfolio. As an Investment Manager, you will be responsible for: • Acting as the primary point of contact for investor relationships and building your own investor portfolio • Identifying funds and direct capital investment opportunities • Performing investment analysis, due diligence, and recommending strategies aligned with clients’ goals • Presenting investment opportunities to potential and existing investors • Monitoring and adjusting client portfolios as needed • Supporting investment performance analysis, valuations, and financial reporting • Seeking new investors and developing strategic referral networks • Suggesting improvements to processes, products, and services Skills & Experience • Strong experience in investment, wealth, or financial advisory services • Proven sales success and business development capabilities • Excellent communication, presentation, and interpersonal skills • Strong analytical and problem-solving abilities with high attention to detail • Ability to build and maintain long-term client relationships • Knowledge of regulatory and compliance requirements • Proficiency in financial software and Microsoft Office • Self-motivated, goal-oriented, and able to work independently while collaborating with a team • Leadership skills and experience managing client relationships Why Join? • Opportunity to work with a respected financial advisory firm • Manage your own portfolio and make a tangible impact on client outcomes • Develop and grow your professional network across New Zealand To Apply: Please send your CV and a brief cover letter to echristopher@adecco.co.nz or call 021 222 0981 for a confidential discussion. _"By applying for this job, you confirm you have read www.adecco.co.nz/privacy-policy/ and consent to the Collection Statement located via https://www.adecco.co.nz/collection-statement/ By 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."_
Trademe · HR
Trademe · HR
