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Portfolio Strategist

2 weeks ago

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

About Blossum Investments

Blossum Investments is a dynamic and innovative company that provides financial solutions for businesses and property development, as well as offering mortgages and debt financing. Our unique selling proposition lies in delivering exceptional returns for investors, providing lucrative opportunities for those seeking high-yield investment options.

Located in the heart of Auckland, we are seeking an experienced Investment Manager to join our team. As a key member of our team, you will be responsible for driving key investment decisions, managing portfolios, and identifying new opportunities to maximise returns for your clients.

About the Role:

  • Actively seek out new investors, build relationships, and drive business growth
  • Manage investor relationships, create your own portfolio, and present Blossum's investment opportunities to potential and existing investors
  • Identify and assess funds and direct capital investment opportunities, perform analysis and due diligence, recommend investments and divestments based on findings and client goals
  • Monitor economic trends, evaluate investment potential, and provide insights 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

Requirements:

  • Proven sales success and strong business acumen in investment, wealth, and portfolio planning
  • Exceptional communication skills, with the ability to present, engage with clients, and build trust
  • Strong organisational and problem-solving skills, with expertise in wealth management, financial planning, investment management, and compliance with regulatory standards
  • 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 goal-oriented environment