Network existing high-networth customers for Investment deposits/inflow. Wealth/Private/Fund/Family Office relationship exp ideal.
- High profile brand, great culture, growing market share
- Unlock opportunities from existing High-Networth Customers
- Develop and service internal/external investor referral sources
Full Job Description
Newly created specialised relationship and development role within a well respected financial services brand. This organisation operates across multi-layered retail, commercial, corporate and treasury financial products, including a large portfolio of fixed interest, bonds and term investments.
You’ll be charged with networking and meeting with key stakeholders across existing high networth customers, to engage and develop awareness of the companies investment products, with the aim to attract an inflow of new deposits.
Ideally you’ll be in a similar relationship role within the banking, funds, private wealth, family office, or similar investment sector, where you enjoy being well networked and are comfortable engaging and adding relationship value with ultra/high networth individuals.
An AFA qualification is ideal but not essential, as this role is not giving specific advice, it’s more around building product awareness and driving a flow of client investment activity.
We seek somone tertiary qualified, who considers themselves a great communicator, well networked and extremely professional, who would like to take on this new and exciting role. You’ll be in a unique position but working with a group of talented and interesting peers, who are passionate about what the do and the business they work for.
This company is an employer of choice with a great culture, embracing diversity and making positive contributions to the NZ economy.
Interested? Please contact Chris Heswall for more information in confidence, or send your CV in application to email@example.com