Client Manager

This role involves professional management and growth of a profitable client base on behalf of the company and as part of the team based in Dunedin. Reporting through to the Branch Manager, and working closely with your partnered Client Assistant, the Client Manager will provide service excellence to all clients by meeting and exceeding professional service standards, and the pro-active promotion of products and services to existing clients and prospective clients.

No two days are the same, as the role offers a dynamic and diverse range of responsibilities on a daily basis.

About You

• A solid track record demonstrating your ability to embrace problem solving, a high degree of emotional intelligence and enjoy working with a collaborative team who take pride in assisting and providing bespoke services to their Clients.
• Enjoy building relationships with a wide range of clientele and have some understanding, interest and passion in Estate Planning or Financial Services .
• Demonstrates resilience, strong motivation and unwavering perseverance
• Always exercises sound judgement
• Adaptable, innovative and possesses a growth mind set
• Well organised with the ability to prioritise
• Enthusiastic and determined to succeed and grow business revenues

Application DeadlineJune 23, 2025DepartmentBranch Network Employment TypePermanent - Full TimeLocationDunedin Branch Workplace typeHybridReporting ToGlenn Radka

Key Responsibilities

• Provide accurate and timely advice to clients on technical matters related to products and services, including Wills, Trusts, and Estate Planning, among others.
• Manage end-to-end service delivery for our Customers and completing tasks such as Estate management, drafting Wills & Enduring Powers of Attorney, management of the ongoing day to day administration and compliance of Trusts and Agencies
• Achieve revenue and operating profit target
• Identify and develop opportunities to generate additional new business and revenue
• Coach and mentor team members to promote development and growth
• Achieve the sustainable growth of the business in a compliant environment

Skills, Knowledge and Expertise

• 3-5 year relationship/account management experience in a professional services environment
• Experience in the financial services industry is required; trustee experience is preferred but not essential. While strong professional communication skills are necessary, we will provide full training to help you confidently advise clients and promote our offerings.
• Tertiary education, preferably commerce or law degree is desirable, or relevant Trustee Experience
• Strong customer service ethic and attitude
• Acts on opportunities identified through client relationship and demonstrates full understanding of individual client needs.

Benefits

• Opportunity to work with Wealth Management Experts in New Zealand – career growth and training opportunities. This role can be a gateway into the specialised industry of wealth protection.
• 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 23 June 2025, 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.