Investor Relations & Client Manager | Funds Management

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Newly created position to take charge of business development, investor relations and client management. Be a part of a growing business and sector

Summary about this job

Funds Management

Company: Convergence Partners Limited

Location: Auckland

Work type: Full Time

Salary: n\a

Phone: +64-7-257-9060

Fax: +64-6-940-3960

E-mail: n\a

Site:

Detail information about job Investor Relations & Client Manager | Funds Management. Terms and conditions vacancy

  • Growing funds management business | Established investment team and track record
  • Position for ambitious, client focused financial services professional
  • Highly visible and influential position | Newly created due to growth

Now an established name on New Zealand’s funds management landscape, this fund’s philosophy is underpinned by in depth research and analysis, a long term view and sharing risk through co investing alongside clients.  The team has now reached a critical point, which sees a defined need to increase market facing, relationship management and business development capabilities. 

The purpose of the Investor Relations & Client Manager is to develop and maintain relationships, primarily with private, and to a lesser extent, institutional clients.  The position will require developing a thorough understanding of the fund’s investment philosophy, process and funds – investment solutions offering. 

To achieve these objectives the Investor Relations Manager will need to work closely with the investment team, as well as building strong relationships with referral sources and clients directly.

Responsibilities:

  • Generating both private and institutional clients for various investment funds,
  • Building client referral networks with professional services firms, business associations, or similar groups,
  • Developing and building strong relationships with various key influencers and clients of the fund, including consultants and third party distribution channels, 
  • Presenting regularly to both individuals and groups, to position the fund and communicate updates and performance,
  • Working with leadership to develop and implement sales and marketing plans, marketing content and collateral, reports and presentations.

To be considered for this position you will demonstrate strong communication and relationship management skills.  This will have been developed in the financial services sector and ideally wealth - funds management.  You are a financial markets and investment enthusiast, who will naturally advocate and tell the business’ story.  You will understand the importance of integrity and trust when managing individuals’ wealth.

This position will offer the opportunity to play an influential role in the growth of this business.  You will be rewarded well and see the impact of your efforts.

Please apply via Seek or contact Alexander Hyndman on +64 9 300 6878 for further details.

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