Client ManagerApplication Deadline: 29 November 2024
Department: Branch Network
Employment Type: Permanent - Full Time
Location: New Plymouth Branch
Reporting To: Michelle O'Neill
DescriptionThe role involves professional management and growth of a profitable client base on behalf of the company and as part of the team based in our New Plymouth Office. 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 our existing and prospective clients, whilst contributing to the team culture by modelling Perpetual Guardian's values and working towards the Company's strategic aspirations.
About YouDedicated to helping maintain, build, and grow a strong and sustainable client portfolio.A solid track record demonstrating your ability to work unsupervised, embrace problem solving, a high degree of emotional intelligence and enjoy working with a small, collaborative team, who takes pride in assisting and providing bespoke services to their Clients.Preferably have Trustee experience and/or legal background.Be empathetic and enjoy building relationships with a wide range of clientele and have an understanding, interest and passion in Estate Planning or Financial Services.Always exercises sound judgement.Enthusiastic and determined to succeed and grow business revenues.Team Player with a "can do" attitude. Key ResponsibilitiesYou will be the primary relationship manager for a medium - complex portfolio of customers, offering a superior level of customer service.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.Provide accurate and timely advice to clients that may be of a technical nature particularly as it relates to Estate planning and any new products or services offered by Perpetual Guardian.Achieve revenue and operating profit target.Identify and develop opportunities to generate additional new business and revenue.Achieve the sustainable growth of the business in a compliant environment. Skills, Knowledge and ExpertiseA tertiary qualification is desirable, or relevant Trustee Experience.2-5 years relationship/account management experience as a confident and professional communicator.Customer Service, Estate Management, Wills, Trustee, Legal and/or any other Industry experience preferred, but not essential.Strong customer service ethic and attitude.Acts on opportunities identified through client relationships and demonstrates a full understanding of the needs of individual clients. BenefitsOpportunity 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 StepsApplications 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 29 November 2024, though we will commence interviews as we see suitable candidates coming through.
Only applications made through SEEK or our application portal will be considered. If you have any questions regarding the role, please email ******.
Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.
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