Client Manager (Tauranga)

Overview

Client Manager (Tauranga)

Application Deadline : 4 December 2025

Department : Branch Network

Employment Type : Permanent - Full Time

Location : Tauranga Branch

Reporting To : Barbara Murphy

Description

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 Tauranga . 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

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

Benefits

Next Steps Applications must include an up to date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you.

We will accept applications up until 4 December , though we will commence interviews as we see suitable candidates coming through.

Please note that we will not be providing feedback on applications before the interview stage.

Note : Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.

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