Verified Job
Recruiter / HR / Admin
Client Manager (Nelson)
Recruiter / HR / Admin
#803675
Remote / WFH
Perpetual Guardian
Job Description
Description
This is a permanent, part-time opportunity for 20 hours per week. 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 Nelson. Reporting through to the Branch Manager, and working closely with your partnered Client Assistant, the Client Manager will provide service excellence and pro-active promotion of our products and services to existing 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
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
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
2+ year relationship/account management experience in a professional services environment.
Trustee and Financial services industry experience are strongly 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*
Flexible working options*
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 * 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.
Show less
This is a permanent, part-time opportunity for 20 hours per week. 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 Nelson. Reporting through to the Branch Manager, and working closely with your partnered Client Assistant, the Client Manager will provide service excellence and pro-active promotion of our products and services to existing 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
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
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
2+ year relationship/account management experience in a professional services environment.
Trustee and Financial services industry experience are strongly 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*
Flexible working options*
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 * 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.
Show less
