Strategic Client Manager - Wills & Estates

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 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