Investment Specialist
About Harbour Asset Management | Mo Harbour Asset Management
Harbour’s vision is to be the Most Trusted Investment Manager, which means we continually strive to exceed our clients’ expectations through service, communication and transparency. As a growing and highly successful team with a strong family culture, everyone at Harbour is focused on delivering the best possible outcomes for our clients and continuously improving.
About First Cape | Mo FirstCape
FirstCape is one of New Zealand’s largest and best resourced wealth advisory and asset management business, creating an enhanced and broadened product offering to help our clients achieve their goals at whatever stage of their investment life cycle. Here at FirstCape, we believe that our people are our greatest asset. Our success is dependent on the collective talent, expertise, and dedication of each and every one of our team members. We are committed to creating an environment where everyone can thrive, grow, and contribute to their fullest potential.
About the opportunity | Mo te whai waahi
We are seeking an experienced Investment Specialist to support the distribution of Harbour funds and solutions to wholesale and high net worth clients.
You will play a key role in growing Harbour’s client base by identifying new business opportunities, contributing to RFPs, and strengthening relationships with existing clients. This is a highly collaborative role, working closely with clients as well as internal investment, operations, and external service teams.
A key focus will be developing deep client relationships through a strong understanding of Harbour’s products, investment philosophy, research, and processes.
Key Responsibilities | Ngā Kawenga Mahi
- Develop and maintain strong relationships with wholesale and high net worth clients
- Support the distribution of Harbour investment products and solutions
- Identify prospective client and business opportunities
- Contribute to the completion of RFPs
- Ensure a high level of client satisfaction and engagement
- Provide clients with clear understanding of investment performance, services, risks, and outcomes
- Deliver tailored reporting, training and education to clients
- Maintain accurate client records and CRM data
- Capture and respond to client feedback and complaints effectively
- Work collaboratively across investment, operations, and external partners
- Contribute to a high-performing and collaborative team culture
What you will bring to the role | He aha ka kawea e koe ki te mahi
You are a motivated, collaborative professional with excellent communication skills and the ability to build trusted relationships across a broad stakeholder group.
You will bring:
- A strong understanding of financial markets and asset management
- An inquiring mindset, intellectual curiosity, and willingness to challenge thinking
- Exceptional written and analytical skills
- A university degree in Finance and/or Economics (postgraduate or CFA preferred)
- 10+ years’ experience in financial markets, ideally within asset management
- Strong proficiency in Microsoft Office tools
Why work at FirstCape? | He aha mahi i te FirstCape?
We offer a competitive compensation package commensurate with experience. Additional benefits include wellbeing support, volunteer days and a great company culture. We pride ourselves on offering our employees outstanding development and learning opportunities to support career growth, and the opportunity to work alongside the best talent in the market.
We are an inclusive employer and want our workforce to reflect a rich and diverse way of thinking and working. We know people are more than a single identity and the qualities that make each one of us unique need to be valued and embraced. So regardless of your gender, age, background or how you choose to identify, there's room for you to realise your potential here. And importantly, there's room to be yourself.
We’re also committed to providing equal opportunities to all candidates. Let us know if you have any accessibility requirements so we can work with you to make adjustments where possible to support your application. Alternatively, if you don’t meet all the requirements of the role but think you would be a great candidate, please apply explaining why you want the role, how you think your skills or background are transferable, and how you plan to upskill where needed (we will support you with this, but want to know you have thought about this too).