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Financial Advisor

2 weeks ago

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

Talent Connection NZ Limited is a pioneering investment firm that specialises in providing innovative financial solutions for businesses and property developers. We are committed to delivering exceptional returns for our clients through strategic investment decisions and expert portfolio management.

We are seeking an experienced Investment Manager to join our team and contribute to our success. The ideal candidate will have a proven track record of driving key investment decisions, managing portfolios, and identifying new opportunities to maximise returns.

About the Role:

  • The successful candidate will be responsible for actively seeking out new investors, managing investor relationships, and creating their own investor portfolio while presenting our investment opportunities to potential and existing investors.
  • They will also be responsible for identifying and assessing 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.

Key Skills:

  • Proven sales success and strong business acumen in investment, wealth, and portfolio planning.
  • Exceptional communication skills, both verbal and written, with the ability to present and engage with clients.
  • Strong organisational and problem-solving skills, with demonstrated expertise in wealth management, financial planning, and investment management.
  • Proficiency in Microsoft Office Suite and relevant financial software.
  • A high level of ethical standards and professional integrity, combined with leadership qualities and the ability to thrive in a challenging environment.