Branch Manager

About the role This role requires the proactive engagement, leadership and management of the Tauranga Branch, as determined by Personal Client Services senior leadership. It will also include management and administration of a small number of client files.

The successful candidate will be expected to role model leadership, service excellence for all clients by meeting and exceeding service standards, and managing and building a profitable branch.  A key focus is on providing ‘hands on’ service, advice and solutions to clients that is of a technical nature. In addition, this role is also responsible (in collaboration with other senior leaders) in identifying and developing opportunities to generate additional business and revenue.

You will be accountable for leadership, management and performance of the team members of the branch, with coaching and mentoring of team members.

About you

• A solid track record demonstrating your ability to embrace problem solving
• A high degree of emotional intelligence
• Adaptable, innovative and possesses a growth mind set
• A strong collaborator

Application DeadlineJuly 18, 2025DepartmentBranch Network Employment TypePermanent - Full TimeLocationTauranga Branch Workplace typeHybridReporting ToYunus Hanif

Key Responsibilities

• Develop forecasts, financial objectives and business plans for the branch
• Support the PCS business in achieving or exceeding monthly revenue targets set as part of the branch business plans
• Network to improve the presence and reputation of the branch and Company
• Deliver, manage and monitor high quality service to clients
• Build and foster a positive branch culture and environment for staff
• As a leadership role model, promote and demonstrate the Company’s values, our strategic intent, strategic pillars and other initiatives that help build our culture
• A strong emphasis on coaching and mentoring staff

Skills, Knowledge & Expertise

• Minimum 5+ years Trustee industry or related experience
• Strong knowledge and experience of structured estate planning and related planning structures including each of the core individual services within estate planning
• Demonstrated knowledge and experience in the management of estates and trusts including complex circumstances
• Leadership experience of at least three years, with direct supervision responsibility of a team

Job Benefits

• Opportunity to work with Wealth Management Experts in New Zealand – 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

* Eligibility criteria apply

Next Steps

If this sounds like you, please apply with your CV and Cover Letter, outlining your demonstration of the above criteria. We will be accepting application until 18 July 2025, though we will commence interviews as we see suitable candidates 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.