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 edenm@huntercampbell.co.nz.
- Join a top NZ boutique based in Takapuna, North Shore
- Competitive salary plus bonus
- Birthday leave, flex working and other great benefits