Description
Client Manager
About the Client
Perpetual Guardian is one of New Zealand’s most trusted providers of trust, estate planning, and investment services. For over a century, they have helped families and individuals protect their assets, plan for the future, and navigate life’s important milestones.
They are specialists in Wills, Trusts, and Enduring Powers of Attorney, supporting clients through sensitive and significant moments with care, professionalism, and practical advice. Their collaborative approach brings together legal, financial, and client services experts to ensure clients receive tailored solutions and trusted guidance.
About the Role
This is a highly relationship-driven role where you will manage an established portfolio of clients while identifying opportunities to strengthen and grow those relationships. Acting as a trusted advisor and key point of contact, you will support clients across wills, trusts, estate planning and wealth-related matters.
The role offers variety, autonomy, and the opportunity to work closely with clients during important life transitions, while collaborating with internal specialists to deliver comprehensive solutions.
Day to Day Responsibilities
- Manage and develop an established portfolio of clients within the Tauranga region
- Provide technical advice to clients around wills, estate planning and trust structures
- Maintain regular contact with clients and proactively reconnect with dormant relationships
- Support clients and families through estate administration and significant life events with care and professionalism
- Build and maintain referral relationships across professional networks
- Work alongside internal teams to deliver joined-up client solutions
- Represent the organisation at networking and relationship-building events
- Contribute to the ongoing growth and success of the client portfolio
About You
- 2-5 years’ experience in relationship management, client advisory, or account management within professional or financial services
- Exposure to trusts, estates, legal services, insurance, banking, or wealth management is highly advantageous
- Strong interpersonal skills with the ability to build trust with a wide and diverse client base
- High level of emotional intelligence and ability to manage sensitive client situations
- Strong organisational skills and ability to manage multiple client matters simultaneously
- Relevant tertiary qualification in law, commerce, or financial services is beneficial but not essential
Benefits
- Opportunity to work for a highly respected and established New Zealand organisation
- Health and life insurance cover
- Discounts on company products – including free will.
- Access to company product discounts and partner benefits
If you are ready to take on this exciting opportunity, or would like a confidential conversation, apply now or contact Eden at edenm@huntercampbell.co.nz.
- Manage an established client portfolio
- Medical and life insurance
- Join a fun and supportive team culture
