Trustees Executors is one of New Zealand's leading corporate supervisors and trustees, with a proud history spanning more than 140 years. We supervise over $200 billion of investors' funds, playing a critical role in protecting investors and supporting confidence in New Zealand's financial markets.
We work closely with clients to go beyond compliance, providing practical guidance and tailored solutions that help them meet their regulatory obligations while delivering better outcomes for investors.
We are seeking an experienced Client Manager to join our high-performing Client Supervision team in Auckland. This is an excellent opportunity for a financial services professional who enjoys building strong client relationships while applying sound judgement, regulatory expertise, and a risk-based mindset. You will manage a portfolio of supervised entities to deliver effective supervision, identify emerging risks, and ensure clients continue to meet their legislative and contractual obligations.
If you're looking for a role where you can influence industry best practice, work with a diverse range of financial market participants, and contribute to protecting New Zealand investors, we'd love to hear from you.
Application DeadlineAugust 15, 2026DepartmentTrustees Executors - Corporate SupervisionEmployment TypePermanent - Full TimeLocationAuckland Head OfficeWorkplace typeOnsiteReporting ToStuart Howard
Key Responsibilities
- Manage a portfolio of clients, delivering high-quality relationship management and supervision services.
- Develop and implement risk-based supervision and monitoring plans, identifying emerging risks and ensuring regulatory compliance.
- Build trusted relationships with clients, providing practical guidance and sharing regulatory developments and industry best practice.
- Conduct due diligence, onboarding activities, risk assessments, and reviews of key client documentation and governing agreements.
- Prepare clear, comprehensive monitoring reports and contribute to board papers and regulatory reporting where required.
- Support and mentor Operational Risk Analysts while contributing to a collaborative, high-performing team environment.
- Drive continuous improvement initiatives and stay abreast of regulatory, governance, and risk management developments.
Skills, Knowledge and Expertise
- Tertiary qualification in finance, commerce, law, accounting, or a related discipline.
- At least five years' experience in financial services, risk, compliance, governance, or a similar regulated environment.
- Exceptional communication and relationship management skills, with the ability to influence stakeholders at all levels, including senior executives and boards.
- Strong understanding of New Zealand's financial services regulatory framework, particularly the Financial Markets Conduct Act is highly preferred.
- Knowledge of Managed Investment Schemes, debt securities, or other regulated financial products would be advantageous.
- Demonstrated leadership capability, with the ability to communicate, influence, and build trusted relationships at all levels of an organisation, to drive positive outcomes.
- Excellent and proven analytical skills with the ability to assess risk, apply sound judgement, and think critically.
This is an opportunity for a motivated and proactive professional who is eager to make an impact, take ownership, and brings a natural ability to lead, influence, and build strong relationships. While a solid understanding of the industry is valued, we are committed to supporting the right person to further develop their technical expertise and knowledge of the role. If you bring curiosity, sound judgement, strong interpersonal skills, and a willingness to get stuck in, we encourage you to apply.
Benefits
- Career growth and training opportunities.
- Health and Life Insurance Cover*
- Discounts on company products – including free will!
- Discounts on products and services through commercial business partners such as gym membership discounts etc.
*eligibility criteria apply. Next Steps Applications must include an up to date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you.
We will accept applications up until 15 August 2026, though we will commence interviews as we see suitable candidates coming through.
Please note that we will not be providing feedback on applications before the interview stage.
Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.
About Perpetual Guardian
Perpetual Guardian Group is the largest non-Government philanthropic entity in Aotearoa and the leading provider of fiduciary services in New Zealand. Through the provision of expert trust, asset planning and investment management across generations of New Zealanders, we've become leaders in the industry and, most importantly, trusted partners with our clients.
We are specialists in providing Wills, Trusts and Enduring Powers of Attorney. We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.