Perpetual Guardian – Queenstown, South Island
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 Queenstown. 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.
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
3-5 year relationship/account management experience in a professional services environment.
Trustee and Financial services industry experience preferred, but not essential. If you can hold professional conversations with conviction, we're happy to teach you how to sell our product 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.
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.
Benefits
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 18 December 2024 , though we will commence interviews as we see suitable candidates coming through.
Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.
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