Client Manager (Nelson)

Perpetual Guardian; Nelson; On-site; NZD 60,000 - 90,000; Part time

Benefits offered by this job

Health and Life Insurance Cover

Flexible working options

Discounts on company products incl. 'W

Free will discounts

Gym discounts

Job summary

Perpetual Guardian is seeking a Client Manager in Nelson for a permanent, part-time role of 20 hours per week. You will manage a profitable client base, provide expert advice on wills, trusts, and estate planning, and promote our services to existing and prospective clients.

Reporting to the Branch Manager, you will work with a Client Assistant to deliver service excellence, build relationships, and identify opportunities to grow revenues while maintaining compliance and professional standards.

Qualifications

• 2+ years relationship/account management in a professional services environment.
• Interest in Estate Planning or Financial Services.
• Strong judgement and decision making.
• Adaptable with a growth mindset and innovative thinking.
• Well organized with ability to prioritise tasks.
• Enthusiastic, motivated to grow revenue.

Responsibilities

• Provide accurate and timely advice on Wills, Trusts, and Estate Planning.
• Manage end-to-end service delivery; administer Estates and Trusts.
• Achieve revenue and operating profit targets.
• Identify opportunities to generate new business and revenue.
• Coach and mentor team members for development and growth.
• Grow the business sustainably within compliance.

Skills

Relationship management

Customer service

Problem solving

Emotional intelligence

Team collaboration

Education

Commerce degree

Law degree

Job 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.