Relationship Manager - wholesale managed investment schemes and debt securities

We are a well-established Supervisory and Trustee business with a focus on governance, risk and compliance and supervision frameworks. The services we provide, and our experience and reputation, have made us the preferred corporate trustee for many of New Zealand's leading corporations, financial institutions, retirement villages, and property fund managers. We are licensed to provide supervision services in respect of entities issuing financial products under the Financial Markets Conduct Act 2013. 

Our people are at the heart of what we do. We value expertise, integrity, and client focus, ensuring our team is equipped to deliver trusted financial solutions. By recruiting, training, and empowering our people, we foster a culture of excellence that supports both our clients and the wider financial sector.

Reporting to the Executive Manager, you will promote and manage the effective delivery of all services for Covenant clients and supervised entities. The role primarily involves the supervision of retail or wholesale managed investment schemes and debt securities.

The key responsibilities are to:

• ensure all supervised entities comply with their contractual and regulatory obligations;
• ensure Covenant meets its own regulatory obligations; and
• at all times act in the best interests of investors.

Key tasks include:

• negotiating governing documents setting out the relationship between the Manager, Covenant and investors;
• undertaking due diligence on new schemes and properties to be acquired by existing schemes including reviewing offer documents;
• reviewing documents to be signed on behalf of supervised schemes including agreements for sale and purchase, leasing documents and financing documents;
• chairing Annual General Meetings and Special General Meetings of investors;
• assisting the Executive Manager with in-depth reviews of supervised entities and the preparation of risk assessment and monitoring plans;
• conducting a second review of supervised entities’ reporting to Covenant including directors certifications and financial statements;
• ensuring all supervisor actions and conclusions are documented and recorded; and
• assisting in the coaching and development of peers.

You will have some experience in property and/or banking law and will be looking for a change from a strictly legal role. You may have experience at a licensed supervisor or in otherwise relation to the Financial Markets Conduct Act 2013. However, this is not a prerequisite provided you are willing to learn. It is important that you have strong written and verbal communication skills and can develop and maintain strong relationships with our clients, investors and Regulators (FMA and RBNZ). It is also important that you understand that working with honesty and integrity is the foundation of building the trust and confidence of others.

Qualifications, Skills and Experiences

• Risk and compliance or legal experience
• Commercial property experience
• Tertiary qualification in law (essential)
• Investments and financial understanding
• Relationship management experience.

In return for your efforts…

You will join an organisation that is passionate about its vision, purpose and values and a team of professionals passionate about providing outstanding services to our clients, supervised entities and their investors.

As advocates of continuous learning and professional development, we will provide you with access to comprehensive training to enable you to meet your CPD requirements. You will also have access to benefits including medical and life insurance cover. We work a 37.5 hour working week with a hybrid working model to help promote balance and wellbeing. All employees receive one day’s paid leave per year of Celebration Leave and one day’s paid leave per year for volunteering in the community. You will also be eligible for our long-term incentive plan.

If you have the skills and abilities listed above, don't hesitate and apply now!