Director / Institutional Wealth Management

3 weeks ago


Auckland, New Zealand Forsyth Barr Full time

Director / Institutional Wealth Management Account & Relationship Management (Banking & Financial Services) This is an exciting opportunity to help Forsyth Barr continue to expand its capability and capacity in the Institutional Wealth market.
Auckland or Wellington Forsyth Barr is one of New Zealand’s largest wealth management firms.
We have a broad client base that covers all corners of New Zealand including retail and high net worth investors, charities and for-purpose entities, iwi and other Māori organisations, local government and community trusts, education institutions and foundations, sporting bodies, and insurance companies.
We are seeking an experienced person to help us grow our presence in the Institutional Wealth market, support our existing client base, and continually enhance our service offering. This is a senior position that requires a self-directed, strategic thinker with a proven track record in institutional relationship management and providing tailored wealth management services.
The successful candidate will ideally have a firmly-formed view of what best practice in institutional wealth management looks like, excellent communication and interpersonal skills, plus established relationships across the New Zealand market.
The role sits within our Wealth Management research team, and reports to our Head of Wealth Management Research.
We believe this opportunity provides an exciting and stimulating opportunity to work within one of New Zealand’s largest and fastest growing investment firms, in a collaborative and inclusive environment alongside our highly-regarded research team servicing a wide range of New Zealand clients.
To be considered for this role you will have a strong 10-year-plus professional track record with proven ability to: Build and maintain strong relationships with institutional clients, understand their needs and provide tailored investment solutions.
Identify and pursue new business opportunities.
Collaborate with internal teams to deliver high-quality investment solutions to clients.
Prepare and present reports and updates to clients.
Maintain high professional standards, a positive attitude, and a client-focused approach.
We offer competitive remuneration that will depend upon the candidate’s experience, skills, qualifications, and other relevant factors.
Who are we?Investors have put their trust in Forsyth Barr for over 85 years.
We are a New Zealand owned firm providing a full range of investment options including sharebroking, portfolio management, research and investment banking services.
Why work for us?With 25 offices, stretching from Whangarei to Invercargill, Forsyth Barr offers staff work that is diverse and challenging to bring their best qualities to the fore.
Ongoing professional development, work-life balance, competitive remuneration packages and medical insurance are just some of the other benefits we extend to our staff.
Your application will include the following questions: Which of the following statements best describes your right to work in New Zealand? What's your expected annual base salary? How much notice are you required to give your current employer? Report this job advert Don’t provide your bank or credit card details when applying for jobs.

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