About First Cape | Mo FirstCape
JBWere is the wealth management business of FirstCape and is a leading provider of advice and investment services to high-net-worth investors and organisations. FirstCape is one of New Zealand’s largest and best resourced wealth advisory and asset management businesses, creating an enhanced and broadened product offering to help our clients achieve their goals at whatever stage of their investment life cycle. Here at FirstCape, we believe that our people are our greatest asset. Our success is dependent on the collective talent, expertise, and dedication of each and every one of our team members. We are committed to creating an environment where everyone can thrive, grow, and contribute to their fullest potential.
About the opportunity | Mo te whai waahi
We are looking for a senior business development expert to focus on managing and activating external partnerships that complement our Wealth Management capabilities, supporting our competitive positioning in the market. This role will work directly with external organisations that we currently partner with, both formally and informally, for the benefit of our clients, as well as establishing partnerships with other industry participants. The role will work directly with our Wealth Advisors to activate and expand strategic referral relationships to drive growth across the firm.
Key Responsibilities | Ngā Kawenga Mahi
- Responsible for the vitality of key external partnerships that complement our core wealth management capabilities and support our competitive positioning in the market.
- Accountable for indirect new business arising from tangible referral channels.
- Drive strategic initiatives that support long-term business growth and positioning.
- Contribute to the design of marketing and promotional collateral and campaigns.
- Maintain a market presence through social media and other marketing activity that showcases our capabilities.
- Identify, analyse and escalate issues affecting conversion, growth, and compliance in relation to business development channels and key partnerships.
What you will bring to the role | He aha ka kawea e koe ki te mahi
We require that you have:
- Presentable, engaging and positive client and outcomes focussed demeanour.
- Able to confidently talk to wealth management sector capabilities and trends.
- Strong team focus with a proactive approach to collaborating with others, able to both directly drive progress and hand off opportunities at the right time.
- Outstanding communication skills both written and verbal.
- Problem solver, always thinking outside the box with a focus on continuous improvement of self and organisation.
- Ability to open doors and originate trusted relationships with external parties.
- Experience in the financial services sector, preferably in a client facing relationship management role.
- Experience in business development roles, ideally in financial services sector.
Why work at FirstCape? | He aha mahi i te FirstCape?
We offer a competitive compensation package commensurate with experience. Additional benefits include wellbeing support, volunteer days and a great company culture. We pride ourselves on offering our employees outstanding development and learning opportunities to support career growth, and the opportunity to work alongside the best talent in the market.
We are an inclusive employer and want our workforce to reflect a rich and diverse way of thinking and working. We know people are more than a single identity and the qualities that make each one of us unique need to be valued and embraced. So regardless of your gender, age, background or how you choose to identify, there's room for you to realise your potential here. And importantly, there's room to be yourself.
We’re also committed to providing equal opportunities to all candidates. Let us know if you have any accessibility requirements so we can work with you to make adjustments where possible to support your application. Alternatively, if you don’t meet all the requirements of the role but think you would be a great candidate, please apply explaining why you want the role, how you think your skills or background are transferable, and how you plan to upskill where needed (we will support you with this, but want to know you have thought about this too).
To be eligible to apply, you must have the right to work in New Zealand.
Applications open until 8 July 2025. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
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