Strategic Investments Manager

Strategic Investments Manager | FirstCape Core | Auckland, New Zealand

Position Summary

The Strategic Investments Manager at FirstCape Core is a pivotal role within our wealth advisory and asset management business. This full-time position requires an experienced professional to lead the strategic investment initiatives that align with our clients' financial goals across various stages of their investment life cycle.

Responsibilities

• Evaluate and recommend investment opportunities for our client base, ensuring alignment with their financial objectives.
• Develop and maintain relationships with key stakeholders to understand evolving needs and preferences in the market.
• Collaborate with cross-functional teams to ensure seamless integration of strategic investments into broader business strategies.
• Analyze market trends, economic indicators, and other relevant data to inform investment decisions.
• Provide regular reports on portfolio performance and make adjustments as necessary based on market conditions and client feedback.

Qualifications

• A minimum of 7 years of experience in wealth management or a related field, with at least 3 years in a managerial capacity.
• A strong understanding of financial markets, investment products, and regulatory requirements.
• Excellent analytical skills and the ability to interpret complex data into actionable insights.
• Strong interpersonal and communication skills to effectively engage with clients, stakeholders, and team members.
• A relevant bachelor’s degree in finance, economics, or a related field; an advanced degree is preferred.

More About FirstCape Core

FirstCape Core is one of New Zealand's largest and best-resourced wealth advisory and asset management businesses. We are dedicated to creating a broader and enhanced product offering that helps our clients achieve their financial goals at every stage of their investment life cycle. Our success hinges on the exceptional talent we attract, retain, and develop.

Ready to Apply?

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