Client Manager (Nelson)

Perpetual Guardian; Nelson; On-site; NZD 32,000 - 48,000; Part time

Benefits offered by this job

Health and Life Insurance Cover

Flexible working options

Discounts on products including free,

Job summary

Perpetual Guardian in Nelson seeks a part-time client relationship manager to grow a profitable wealth-management client base. The role involves advising clients on wills, trusts and estate planning, and delivering end-to-end services from administration to compliance.

You will work 20 hours per week, collaborating with a team, and leveraging training in wealth protection to expand business revenues while maintaining high service standards.

Qualifications

• 2+ years relationship/account management experience in a professional services environment.
• Trustee and financial services industry experience are strongly preferred, but not essential.
• Tertiary education, preferably commerce or law degree is desirable, or relevant Trustee Experience.

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

Relationship management

Client relationship building

Emotional intelligence

Problem solving

Team collaboration

Growth mindset

Prioritisation

Organisational skills

Communication skills

Education

Commerce or Law degree desirable

Trustee experience desirable

Job description

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.

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.

Notes

Location: Nelson Branch