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Relationship Manager - Fund Management

  • Non-corporate, non-ego driven culture as well as a boutique and premium offering.
  • Fun and like-minded team of professional, passionate people who love making money for their customers.
  • A close knit team and results driven environment that rewards high achievers.

Our client is a boutique investment firm recognised for its astute approach to funds management investing in growth companies and focusing on client returns as well as providing investors with outstanding client service.

We are looking for a Relationship Manager to join the team and manage a portfolio of new and existing high value customers. You will have full accountability for your portfolio, understanding their needs and providing expertise around offerings, investment products and the knowledge to enable your clients to make informed decisions.

We are looking for a Relationship Manager with previous experience managing B2C customer portfolios as well as a knowledge and interest in investing and financial markets. You are degree qualified with client management and sales experience gained within a corporate context. As a Client Manager you can demonstrate professionalism, credibility and pedigree that allows you to build relationships with commercially astute customers as well as the credibility and knowledge that gets them results. You are an articulate and confident communicator who follows world events and can speak confidently about macroeconomic topics and market trends.

This team are bringing a fresh approach to the investment industry with a non- corporate, non-ego driven culture as well as a boutique and premium offering. Here you can build a career alongside a fun and like-minded team of passionate people who love making money for their customers.

To apply to this role you must have the right to work permanently in NZ and we ask that you have the experience outlined as required in this advertisement. Applicants who do not meet this criteria may not be responded to.

Lara Devereux
Partner, Sales and Marketing
Convergence Partners
Ph.(09) 3006877


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