Investment Specialist

Introduction About Harbour Asset Management | Mo Harbour Asset Management Harbour’s vision is to be the Most Trusted Investment Manager, which means we continually strive to exceed our clients’ expectations through service, communication and transparency. As a growing and highly successful team with a strong family culture, everyone at Harbour is focused on delivering the best possible outcomes for our clients and continuously improving. About First Cape | Mo FirstCape FirstCape is one of New Zealand’s leading wine companies, with a portfolio of iconic brands including Cloudy Bay, Kim Crawford and Brancott Estate. We are committed to producing high-quality wines that showcase the unique characteristics of each region. Our team is passionate about wine and dedicated to delivering exceptional results. About the Role | Mo The Investment Specialist will be responsible for providing investment advice and guidance to clients, as well as conducting research and analysis on various investment opportunities. This role requires strong analytical skills, excellent communication abilities, and a deep understanding of financial markets and instruments. Key Responsibilities: • Conduct thorough research and analysis on various investment opportunities to provide informed recommendations to clients. • Develop and maintain relationships with clients to understand their investment goals and objectives. • Provide ongoing investment advice and guidance to clients, including portfolio rebalancing and asset allocation strategies. • Stay up-to-date with market trends, economic conditions, and regulatory changes that may impact client investments. • Collaborate with other team members to develop and implement comprehensive investment plans for clients. • Maintain accurate records of client interactions, transactions, and investment recommendations. • Comply with all relevant regulations, laws, and industry standards in the provision of investment advice. What We Offer | Mo Harbour Asset Management offers a competitive salary package, including a base salary and performance-based bonuses. You will also have access to ongoing training and professional development opportunities to enhance your skills and knowledge. In addition, you will be part of a dynamic and supportive team environment that values collaboration, innovation, and continuous improvement.