Relationship Manager

2 days ago

Auckland, Auckland, New Zealand Hunter Campbell Full time

Description
Relationship Manager
About The Client
Pie Funds is a boutique New Zealand owned investment manager that puts clients at the heart of everything they do. Known for strong performance and expert guidance, they help clients grow their wealth with a personalised approach that goes beyond the ordinary. With a collaborative and ambitious team culture, Pie Funds is looking for a Relationship Manager who is proactive, client-focused, and ready to make a real impact in delivering exceptional service.

About The Role
As a Relationship Manager, you'll take ownership of a diverse portfolio of wealth management clients across Auckland, Northland, Whangārei and the Bay of Plenty. You'll have the opportunity to deepen relationships with existing clients while proactively growing your book through referrals, professional networking and converting warm leads.

Day To Day Responsibilities

  • Take ownership of an existing portfolio of clients and actively grow it through regular engagement – tailored to each client's needs.
  • Build trust and add value by understanding clients' goals, identifying their risk profile, and guiding them through investment fund options
  • Drive portfolio growth by proactively identifying opportunities within the existing client base, generating referrals, and leveraging professional networks.
  • Take a proactive approach to managing leads, following up consistently, and turning opportunities into long-term client relationships.
  • Deliver a high-touch, client-focused experience that strengthens relationships and builds confidence.
  • Take initiative as a self-starter to develop referral partnerships and empower clients with their financial wellbeing.

About You

  • A proactive self-starter with the drive to identify and pursue growth opportunities.
  • Genuine interest in investments and the wealth management space, with a desire to learn and grow your career.
  • Confident and polished communicator, able to build rapport with a diverse range of clients.
  • Naturally curious, motivated, and client-focused, with a passion for helping people achieve their financial goals.

Benefits

  • Competitive salary package with performance-based bonus
  • Professional development and training to support your long-term career
  • Comprehensive health and wellness benefits

If you are ready to take on this exciting opportunity and drive success within an organisation or would like a confidential conversation, apply now or contact Eden at

.

  • Relationship Manager

    2 days ago

    Auckland, Auckland, New Zealand Geneva Finance Limited Full time

    Geneva FinanceRole DescriptionThis is a full-time, on-site role located in Auckland for a Relationship Manager. The Relationship Manager will be responsible for building and maintaining strong customer relationships, identifying opportunities for business growth, and delivering excellent service. This role involves managing client portfolios, analyzing...

  • Relationship Manager

    1 week ago

    Auckland, Auckland, New Zealand FleetPartners Full time

    FleetPartners is an ASX-listed fleet leasing and management company operating across Australia and New Zealand. With a strong market presence, innovative technology platforms, and a commitment to sustainable transport solutions, we partner with businesses of all sizes to simplify and optimise their vehicle operations.As we continue to grow in Aotearoa, we're...

  • Relationship Manager

    1 week ago

    Auckland, Auckland, New Zealand FleetPartners Full time

    FleetPartners is an ASX-listed fleet leasing and management company operating across Australia and New Zealand. With a strong market presence, innovative technology platforms, and a commitment to sustainable transport solutions, we partner with businesses of all sizes to simplify and optimise their vehicle operations.As we continue to grow in Aotearoa, we're...

  • Relationship Manager

    2 weeks ago

    Auckland, Auckland, New Zealand FleetPartners Full time NZ$80,000 - NZ$120,000 per year

    FleetPartners is an ASX-listed fleet leasing and management company operating across Australia and New Zealand. With a strong market presence, innovative technology platforms, and a commitment to sustainable transport solutions, we partner with businesses of all sizes to simplify and optimise their vehicle operations.As we continue to grow in Aotearoa, we're...

  • Relationship Manager

    2 weeks ago

    Auckland, Auckland, New Zealand Theta (NZ) Full time NZ$80,000 - NZ$120,000 per year

    We are a highly regarded, New Zealand-owned technology consulting company. We offer a creative and stimulating work environment and value and respect inclusivity and diversity.About this role | Mō tēnei tūranga mahiWe are seeking a proactive, dynamic and highly customer focussed Relationship Manager to join our team of specialists in Auckland to sell our...

  • Corporate Relationship Manager

    1 week ago

    Auckland, Auckland, New Zealand Sharp & Carter Full time

    About the role:Our client is seeking an experienced and relationship-driven Corporate Relationship Manager to oversee a strategic portfolio across the NZ market. This role blends account management, business development, and strategic consultation. You'll be the key point of contact for corporate dental clients, working closely with internal and external...

  • Natural Hazards Commission Relationship Manager

    2 weeks ago

    Auckland, Auckland, New Zealand Tower Insurance Full time NZ$120,000 - NZ$180,000 per year

    As a proud Kiwi-owned insurer, we pride ourselves in challenging status quo - and move fast to make things happen. We're here to create beautifully simple, rewarding experiences for our customers and communities, and we're working hard to protect the future of Aotearoa.At its heart, insurance is about helping people through the unexpected. Doing what's right...

  • Manager of Partner Relationships

    1 week ago

    Auckland, Auckland, New Zealand AIA NZ Full time

    BELIEVE IN BETTERDo you believe in leading the way to a better, healthier, more sustainable future?At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone.It's finding new ways to not only better people's lives, but to better the communities and environments we live in. As the largest listed company on the HKSE,...

  • Property Manager

    1 week ago

    Auckland, Auckland, New Zealand Paragon Recruitment Ltd Full time

    Build Lasting Relationships, Not Just PortfoliosWe're Keen on Rentals, a boutique property management firm based in Auckland CBD. Our business has grown steadily through referrals and long-term relationships, a reflection of the trust and personal service we've built over the years. We're not about fast turnover or volume; we're about doing things properly,...

  • Development Manager

    8 hours ago

    Auckland, Auckland, New Zealand Assemble Full time

    Far North Holdings Ltd (FNHL) is a dynamic Council Controlled Trading Organization serving as the commercial arm of the Far North District Council. They are dedicated to delivering economic, social, and cultural outcomes for the Far North region. With operations spanning maritime, property, and transport sectors, FNHL is a fast-growing and innovative...