POSITION DESCRIPTION
Position details
Position Title
Investor Relationship Manager
Team/Branch/Group
Skills and Investment / Settlement, Protection and Attraction /
Immigration New Zealand
Location
Wellington
Date
July 2017
Our purpose
Our purpose is to grow the New Zealand economy to provide a better standard of living for all New Zealanders. To
achieve this, we need a strong, high performing economy, where for example, people (workers, consumers and
investors) are protected and aware of their rights and obligations; and the integrity of the environment is
maintained.
As one of New Zealand’s largest government agencies, the work we do impacts the lives of all New Zealanders. We
work to increase household incomes by helping businesses to be more productive and internationally competitive,
increasing opportunities for all New Zealanders to participate in the economy through improved job opportunities,
and by ensuring quality housing is more affordable.
This is all echoed in our Māori identity – Hikina Whakatutuki – which broadly means “lifting to make successful”.
How we work
Our aspiration is that MBIE is a great place to work where great work gets done.
We believe in harnessing the potential of our people and the diverse skills and life experiences they bring to MBIE.
Our targets are challenging and require us to work with others, and across the Ministry (making the most of our
size and scope).
Our people will need to adopt a generous disposition and actively seek out opportunities to be purposely
collaborative across MBIE. This means asking ‘why not?’ instead of ‘why?’, and leveraging off the collective that is
MBIE in the pursuit of goals that stretch right across teams, branches and groups.
We work across government, and New Zealand, in a way that enables us to expand and deepen our understanding
of businesses and markets. We use our extensive presence across New Zealand and around the world to make
and leverage domestic and global connections.
With our Crown entity partners we work collaboratively with other government agencies; local government;
businesses; industry, sector, union and employer groups; consumer groups; Māori leaders; and scientists to
develop and deliver fit-for-purpose policy, services, advice and regulation that support people, businesses,
communities and regions to be successful.
As the lead agency for providing government services for business, we are focussed on making it easier for
business to interact with government.
Our character
Shape
We shape the agenda by challenging the status quo, and by generating and adopting new
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ideas, to bring those ideas to life.
Collaborate
We support each other, engage early and proactively partner in pursuit of shared goals.
Deliver
We have a can do attitude, take ownership, act with purpose, urgency and discipline, take
calculated risks, celebrate success and learn as we go.
Our structure
The Ministry comprises around 3,200 staff operating in New Zealand with a further 400 staff in overseas locations.
The Ministry has seven business groups: Building, Resources and Markets; Corporate, Governance and
Information; Finance and Performance; Immigration New Zealand; Labour, Science and Enterprise; Market
Services; and the Office of the Chief Executive.
The Investment Relationship Manager position reports into the Manager Investment Programme in the
Immigration New Zealand group.
The branches in this group are:
Business Strategy & Governance
Compliance, Risk & Intelligence
Service Design & Performance
Settlement, Protection & Attraction
Visa Services
Position purpose
To support and drive the delivery of the Investor Migrant programme, provide investor migrant prospects and
investor migrants with the highest quality, professional level of government support and service. To be a point of
contact for investor migrants and prospects both offshore and in New Zealand. In doing so build positive and
transparent relationships with investor migrants, NZ Inc., private sector partners, regional economic development
agencies, and all relevant stakeholders to maximise the value of investor migrant capital committed to New
Zealand and support the productive investment of that capital.
Specifically:
To provide quality, day-to-day tailored support to Migrant Investor Category (MIC) applicants and prospects, to
support the effective delivery of client services, build and maintain a wide range of mutually beneficial
relationships with appropriate stakeholders, both on and offshore, including:
Clients – be a key onshore point of contact for MIC applicants and prospects. Understand their requirements
and to provide them with the appropriate connections and channels to support productive investment and
settlement in New Zealand.
Visa Services, particularly the Business Migration Branch (BMB) - understand and be able to clearly and
regularly articulate and communicate the current and future operational situation within BMB and work with
BMB and other relevant Visa Services staff and managers to put in place systems and processes needed to
ensure the smooth delivery of the overall investor programme;
NZ Inc. – maintain positive working relationship with key contacts within NZTE, MFAT, MBIE and other
appropriate government agencies to support the delivery . of the strategy;
Capital Markets – banks, investment firms and appropriate companies at all levels, as well as key industry
bodies such as the NZX;
Early stage investment – although part of the Capital Markets, maintain a wide range of relationships with
incubators and organisations that support early stage investment, such as the Angel Association New Zealand
and NZVCA. ;
Licensed Immigration Advisers and lawyers – maintain appropriate working relationships, in accordance with
INZ’s guidelines, to provide high quality service to MIC applicants and prospects;
Any other relevant and appropriate individual, firm, agency or body that may assist in the delivery of the
strategy and achieve targets.
To engage in other related activities, particularly across other business policies (e.g. Entrepreneur) to support
government outcomes.
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Team Level
To provide quality day to day support to the Manager Investment Programmes and the Investment Team to
support delivery of the strategy and achieve targets, including:
Provide input and insight into the development of the investor programme and its strategy to deliver our
targets;
Client Relationship Management (CRM) – Maintain current and future investor attraction data and
understand CRM analytics to support delivery of the strategy, deliver governance and reporting
requirements, business planning, and improve conversion rates. Manage research projects as and when
required. Maintain an in-depth understanding of the investor pipeline and the conversion process. Maintain
a good level of understanding of national and international wealth and investor migration trends and data.
Support effective policy development – support the Manager Investment Programme to actively engage with
policy colleagues and play a central role in driving policy development based on client and market knowledge
and data. Facilitate an ongoing connection between the investor migrant market and MBIE policy.
Manage and communicate the investor ‘story’ – working with the investor team to support the continual
development of the appropriate internal (INZ and MBIE teams and senior management) and external
communication (Attraction Taskforce, private sector and regional stakeholders, and Ministers) of the investor
story. The aim should be to communicate (i) the ‘types’ of investors that INZ is engaging with and (ii) their
value to New Zealand. Practically this means building and maintaining a bank of investor migrant information
to support the internal and external promotion of the initiative and its value to the economic development of
New Zealand.
Project management – professionally and accurately project manage specific initiatives as required.
Key relationships
Key staff across relevant NZ Inc. agencies, particularly MBIE, MFAT and NZTE
Appropriate private sector firms, particularly those involved in the Capital and Financial Markets, and
facilitators of investor migration such as lawyers and LIAs
Regional bodies, particularly Economic Development Agencies
Appropriate external stakeholders as and when required
Investor migrant applicants and prospect
Staff in Minister’s office
Members of the Settlement Protection and Attraction Leadership team and their staff
Visa Services management and other appropriate staff, particularly with the Business Migration Branch
All managers and staff in MBIE and INZ
Key accountabilities and deliverables
Responsibilities of this position are expected to change over time as the Ministry responds to changing needs. The
incumbent will need the flexibility to adapt and develop as the environment evolves. This includes performing any
other reasonable duties as required.
Key accountability or
Indicators of success
deliverable
Critical areas of success
The Investor Relationship Manager will be required to deliver results in the
following areas:
Delivers quality results which
contribute to the Ministry’s
Supporting and working alongside the Manager Investment Programme to
outcomes
develop, drive and deliver the Investor Migrant Attraction strategy;
Taking a collaborative approach across NZ Inc. and with appropriate private
sector stakeholders, drive and be part of (innovative) strategies and
initiatives that deliver measurable outcomes for New Zealand;
While protecting the integrity of New Zealand’s immigration system,
provide HNW investor migrants with a high quality level of service that
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Key accountability or
Indicators of success
deliverable
appropriately manages their investment and migration expectations, while
leveraging their capital, commercial skills and international networks for
the benefit of New Zealand;
Maintain a constant balance between promotion (investor attraction) and
the key importance of service delivery and the need to match demand with
available departmental resources;
Maintain open and mutually supportive relationships with key
departmental and cross government stakeholders, particularly MBIE/INZ
policy, Visa Services and NZ Inc. agencies, primarily but not exclusively
MFAT and NZTE;
Play a role in the delivery of the department’s NZ Inc. commitments;
Have the flexibility to provide actionable solutions to complex problems in
short time frames and in a professional manner;
To participate in relevant NZ Inc. market attraction strategies;
Provide frank, open advice on ideas, strategies, opportunities and risks to
team colleagues;
Support the delivery of relevant reporting requirements including briefing
notes, Cabinet papers and responses to Parliamentary Questions, OIA and
Privacy Act requests, Attraction Taskforce papers;
Personal Leadership
Models positive behaviours
Provide leadership that
Models the desired values and culture of the organisation across the team
engages and motivates others
Contributes to an open, collaborative environment that encourages quality,
to succeed and develop, and
innovation, ongoing learning and knowledge sharing within the team
proactively share experience,
knowledge and ideas
Team Leadership
Working as part of the Attraction team, actively ensure the maintenance of
an inclusive, supportive and results focused culture. A culture that supports
Contribute to building and
continual improvement – for New Zealand, the department, the team and
maintaining a high-performing
individuals - based on positive, inclusive relationships, accountability and a
team that is capable of
collective desire to deliver on expectations.
delivering innovative advice,
products and services to
To be able to display a high degree of professionalism and sound
support MBIE’s strategic
judgement. To be able to objectively navigate and quickly help resolve any
direction
personal or team issues.
Relationship Management
Track record of quality relationship management, at a client and
stakeholder level. To be able to proactively and where appropriate,
Manage constructive working
innovatively, leverage relationships to support the delivery of strategies
relationships with work
and for high value day-to-day outcomes
colleagues and external
stakeholders to enhance
Participate as an active team member and contribute knowledge and
understanding and co-
expertise needed to achieve MBIE’s outcomes
operation needed to achieve
Develop effective working relationships with other MBIE managers and
desired results
staff in order to transfer knowledge and learning from the team to the
wider organisation
Build and maintain effective relationships and partnerships with internal
and external stakeholders, as necessary, in order to identify and share best
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Key accountability or
Indicators of success
deliverable
practice information and to promote the Ministry, its products and services
Represent whole-of-Ministry views and protect its reputation in any
external interactions
Safety and wellbeing
Manages own personal health and safety, and takes appropriate action to
deal with workplace hazards, accidents and incidents.
Manages own personal health
and safety, and takes
Ensures own and others’ safety at all times.
appropriate action to deal
Complies with relevant safety legislation, policies, procedures, safe systems
with workplace hazards,
of work and event reporting.
accidents, incidents and near
misses
Reports all incidents/accidents, including near misses in a timely fashion.
Competencies
Cultivates
Shape the agenda, creating new and better ways for the organisation to be successful, by
Innovation
Coming up with useful ideas that are new, better or unique
Challenging the status quo
Introducing new ways of looking at problems
Generating and adopting new and creative ideas, and putting them into
practice
Encouraging diverse thinking to promote and nurture innovation
Nimble Learning
Actively learn through experimentation when tackling new problems, using both
successes and failures as learning fodder, by
Learning as we go, when facing new situations
Experimenting to find new solutions
Taking on the challenge of unfamiliar tasks
Extracting lessons learned from failures and mistakes
Being flexible and responsive to changes in requirements
Identifying personal learning opportunities
Finding own solutions where possible
Collaborates
Support others, building partnerships and working collaboratively with others to meet
shared objectives, by
Working co-operatively with others across MBIE, the public sector and external
stakeholder groups to achieve shared objectives
Balancing competing interests and priorities appropriately and in line with
MBIE’s priorities
Identifying,
engaging early and partnering with relevant stakeholders to get
work done
Crediting others for their contributions and accomplishments
Gaining trust and support of others.
Addressing behaviours that do not align with our culture
Seeking and respecting the views and opinions of others
Providing timely and helpful information to others across the organisation
Customer Focus
Build strong customer relationships and delivering customer-centric solutions, by
Gaining insights into customer needs
Delivering quality, accurate, timely service and customer focussed solutions
Identifying opportunities that benefit the customer and will improve service
delivery
Building and delivering solutions that meet customer expectations
Establishing and maintaining effective customer relationships
Pro-actively partnering in pursuit of shared goals.
Actively seeking and responding to customer feedback
Action Oriented
Take on new opportunities and tough challenges with
purpose, urgency and discipline, by
Readily
taking ownership and action on challenges, without unnecessary
planning, and being accountable for the results
Identifying and seizing new opportunities
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Displaying a
can-do attitude in good and bad times, and
celebrating success
Stepping up to manage tough situations and encouraging my colleagues to do
the same
Decision Quality
Make good and timely decisions that keep the organisation moving forward, by
Making sound decisions, even in the absence of complete information
Relying on an appropriate mix of analysis, wisdom, experience and judgement
to make valid and reliable decisions
Considering all relevant factors and using appropriate decision-making criteria
and principles,
taking calculated risks where required
Recognising when a quick 80% solution will suffice, and when it will not
Analysing information to make effective decisions in order to improve
performance
Role models the standards of Integrity and Conduct for the State Services Contributes to
Organisational
the development of, and helps promote and builds commitment to MBIE’s vision, mission,
commitment and
values and services, by
public service
Willingly undertaking any duty required within the context of the position
Managing own personal health and safety, and takes appropriate action to deal
with workplace hazards, accidents and incidents
Understanding Equal Employment Opportunities (EEO) principles and the
application of these to MBIE
Complying with all legislative requirements and good employer obligations
Personal specifications
Skills and Experience
A proven track record of experience and achievement in:
Proven ability to build a wide range of in-depth, tailored and productive relationships with investors from
across the world. To be able to tailor a service according to varying needs of high value – and often
demanding – investor clients.
Demonstrable knowledge of the New Zealand investment environment and capital markets, current and
emerging investment propositions, and to be able to ‘own’ a wide range of active relationships – to senior
level - across government and business.
Someone who ‘owns’ their work and can professionally and proactively develop, manage and drive specific
initiatives and projects that support the investor programme.
A track record of successful collaboration, working with government and private sector partners; someone
who understands the risks and opportunities inherent in public/private collaboration and who can mitigate
risks and drive results.
A practical and in-depth knowledge of INZ operating systems, policies and processes, particularly the
business stream(s). A proven ability to navigate these and where appropriate to be able to influence key
people and processes in order to find practical, actionable solutions to complex ‘square peg, round hole’
problems.
Acute awareness of the role of risk and the ability to effectively identify and manage risks proactively.
Well-developed professional written and verbal communication abilities and strong presentation skills to a
wide range of senior audiences
Understanding of Government decision-making and operating procedure
Ability to assess and resolve potentially complex problems quickly and effectively
Ability to engage in clear sighted planning with experience engaging in process improvement activities
Qualifications
Degree level qualification in relevant subject, or similar is desirable though not mandatory
Other
The ability to gain and maintain a national security clearance as required
Must be a NZ citizen or hold a residence class visa (if the role is located in New Zealand)
Must have the legal right to live and work in the country in which this position resides (if the role is located
outside of New Zealand)
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