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Investment Opportunities Specialist

1 week ago

Auckland, Auckland, New Zealand Talent Connection Nz Limited Full time

Job Description
Talent Connection Nz Limited is proud to introduce its latest venture, Blossum Investments, established in July 2024. As a Strategic Portfolio Manager, you will play a crucial role in shaping the future direction of the company by driving key investment decisions, managing portfolios, and identifying new opportunities to maximise returns for your clients.

Responsibilities
- Actively seek out new investors, earn and request introductions and referrals, strengthen client relationships and drive business growth
- Identify and assess funds and direct capital investment opportunities, performing investment analysis and due diligence, recommending investments and divestments based on findings and client goals
- Monitor economic trends, evaluate investment potential, and provide insights, interpreting data to inform investment decisions and recommend strategies
- Manage the deal pipeline and offer support in investment performance analysis, financial analysis, valuations, and adjustments to investment portfolios, ensuring alignment with clients' evolving needs

Requirements
The ideal candidate will have a proven track record in investment, wealth, and portfolio planning, with a focus on building relationships and achieving sales targets within wealth management or related financial advisory roles. Exceptional communication skills, both verbal and written, with the ability to present, engage with clients, and build trust, are essential. Strong organisational and problem-solving skills, with demonstrated expertise in wealth management, financial planning, investment management, and compliance with regulatory standards, are also required.