Client Manager

This role involves the professional management and growth of a profitable client base on behalf of the company and as part of the team based in Dunedin. Reporting to the Branch Manager, and working closely with your partnered Client Assistant, the Client Manager will deliver service excellence, provide sound advice, and proactively promote our products and services to both existing and prospective clients.

About You

• A solid track record demonstrating problem-solving ability, a high degree of emotional intelligence
• A passion for building relationships with a diverse range of clients, with an interest and enthusiasm for Estate Planning or Financial Services
• Exercises sound judgement at all times
• Adaptable, innovative, and possesses a growth mindset
• Well-organised, with a proven ability to prioritise effectively
• Enthusiastic, driven and determined to succeed and grow business revenues

DepartmentBranch Network Employment TypePermanent - Full TimeLocationDunedin Branch Workplace typeHybridReporting ToGlenn Radka

Key Responsibilities

• Provide accurate and timely advice to clients on technical matters relating to products and services including Wills, Trusts and Estate Planning among others
• Manage end-to-end service delivery for clients, including Estate management, drafting Wills & Enduring Powers of Attorney, and handling the ongoing administration and compliance of Trusts and Agencies
• Achieve revenue and operating profit target
• Identify and develop opportunities to generate new business and additional revenue streams
• Coach and mentor team members to promote professional development and growth
• Drive the sustainable growth of the business in a compliant and ethical manner

Skills, Knowledge & Expertise

• 3-5 year of relationship or account management experience in a professional services environment is essential
• Trustee and Financial services industry experience preferred, but not essential. If you can hold professional conversations with confidence, we are happy to train you in selling our product offerings
• Tertiary education, ideally in commerce or law is highly preferred, or equivalent Trustee Experience
• Strong customer service ethic and attitude
• A proven ability to identify opportunities through client relationships and demonstrate a full understanding of individual client needs

Job 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*
• Flexible Working Arrangement*
• 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 20 December 2024, though we will commence interviews as we see suitable candidates coming through.

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.