Client Manager

Fred Recruitment Pte Ltd; Nelson; On-site; NZD 70,000 - 95,000; Full time

Job summary

Jora New Zealand seeks a client-focused professional to manage a portfolio across Wills, Estates and Trusts, delivering expert service and guidance to achieve the best outcomes. You will grow your professional network and strengthen stakeholder relationships within a close-knit team, reporting to the Branch Manager and supporting Head Office.

You will identify new opportunities, tailor advice to each client, and communicate intricate information with clarity to stakeholders, ensuring

Qualifications

• Experience across Wills, Estates and Trusts, ideally in legal or financial services.
• Strong ability to interpret detailed information and communicate clearly.
• Proactive, client‑focussed and capable of building stakeholder relationships.

Responsibilities

• Manage a portfolio of existing clients and identify new opportunities.
• Deliver advice across Wills, Estates and Trusts tailored to client needs.
• Collaborate within a small team and report to the Branch Manager.

Skills

Relationship-building

Client management

Wills

Estates

Trusts

Legal/financial background

Education

Law or finance background

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.

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 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 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

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. 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