Client Manager

Fred Recruitment Pte Ltd; Hamilton; Hybrid; NZD 70,000 - 100,000; Full time

Benefits offered by this job

Life Insurance

Health Insurance

Hybrid work flexibility

Job summary

Fred Recruitment Pte Ltd – Hamilton, North Island is seeking a skilled professional to manage a portfolio of clients in Wills, Estates and Trusts, delivering expert service and guidance. You will build and nurture your professional network and stakeholder relationships while maintaining a high standard of service and support.

The role operates within a close-knit team, reporting to the Branch Manager and backed by Head Office to help your portfolio flourish.

Qualifications

• Experience across Wills, Trusts and Estates within legal or financial services
• Proactive, personable and professional in approach
• Analytical mindset with strong attention to detail

Responsibilities

• Manage a portfolio of existing clients, delivering expert service across Wills, Estates and Trusts
• Grow and strengthen your professional network and stakeholder relationships
• Work collaboratively in a small team, reporting to Branch Manager with Head Office support

Skills

Relationship-building

Client management

Analytical mindset

Education

Legal background or experience in financial services

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Fred Recruitment Pte Ltd – Hamilton, North Island

• Hamilton Central Based + Services Of Wills, Trusts, and Estate Planning
• Up To 100K + Life + Health Insurance + Hybrid Flexibility After Onboarding
• A Well Known & Recognised Nationwide Organisation + Active Account Portfolio

• Hamilton Central Based + Services Of Wills, Trusts, and Estate Planning
• Up To 100K + Life + Health Insurance + Hybrid Flexibility After Onboarding
• A Well Known & Recognised Nationwide Organisation + Active Account Portfolio

Servicing an existing portfolio of complex clients around Wills, Trusts, and Estate Planning to ensure successful outcomes for clients and all parties.

About The Role

In this role, you will manage a portfolio of clients, delivering expert service and technical guidance across Wills, Estates, and Trusts to achieve the best possible outcomes for all parties. Alongside your client responsibilities, you will grow and strengthen your professional network and stakeholder relationships, ensuring a consistently high standard of service and support throughout.

Operating within a close-knit team, you will manage complex client needs, analysing, interpreting, and communicating intricate information to stakeholders with clarity and confidence. Reporting to the Branch Manager and backed by the Head Office, you will see your portfolio flourish while advancing both your professional and personal development.

• Manage a complex portfolio of existing clients while identifying new opportunities and building your network and stakeholder relationships
• Deliver advice and services across Wills, Estates, and Trusts tailored to each client's unique circumstances
• Work collaboratively within a small team, reporting to the Branch Manager with the support of Head Office

About You

This role calls for someone who excels at relationship-building, client management, and delivering exceptional service. You may come from a legal background or be transitioning from financial services, bringing solid knowledge of trusts and estates that allows you to hit the ground running with a complex client base.

You will be adept at interpreting detailed information, thinking critically, and finding practical solutions that deliver successful outcomes for all involved. A natural eye for detail, a professional manner, and the ability to thrive in a small team environment will set you up for success here.

• Prior experience across Wills, Trusts, and Estates - ideally within the legal or financial services sectors
• Proactive, personable, and professional in your approach
• Analytical mindset with a passion for detail and creative problem-solving