Client Services Manager

At Public Trust, we're all about empowering New Zealanders to build and protect their legacies through our incredible team of people.

As New Zealand's largest and most experienced trustee services organisation, we've been helping Kiwi build and protect their legacies since 1873.

As a Client Services Manager, you'll be the primary relationship lead for a portfolio of clients across KiwiSaver, superannuation schemes, managed investment funds, debt securities, and structured finance products.

You'll play a key role in understanding their business, risks, and governance, while fulfilling fiduciary responsibilities as a supervisor and trustee.

Lead client relationships and build trust with key stakeholders

Align supervisory activities with clients' strategic goals

Review and negotiate key legal and financial documents

Stay current with regulatory developments and industry trends

Collaborate with internal teams to deliver high-quality service

Ko wai koe | About you

You're a confident relationship manager with a strong understanding of financial services, governance, and compliance.

You enjoy working with purpose, building trust with clients, and navigating complex regulatory environments with clarity and care.

5+ years' experience in professional services, investment management, or trustee-related roles

Strong interpersonal and written communication skills

Ability to interpret legal and financial documents

Skilled at managing client relationships and understanding their strategic goals

Tertiary qualification in Business, Finance, Law, or a related field

Bonus : Familiarity with corporate trustee responsibilities, financial markets legislation and regulatory frameworks

At Public Trust, we have a strong sense of purpose and shared values that puts people at the heart of everything.

We offer an inclusive, flexible and collaborative work environment, underpinned by our culture of care.

Our people love that they're making an impact for our customers, communities and New Zealand.

You'll have access to a competitive salary and ongoing development opportunities, and we offer a range of great benefits, including :

Learning and development

You will have opportunities to build your career, access to continuous learning and development, and the option to undertake paid study.

Leadership development

We offer a leadership development programme for those in people leader roles.

Wellbeing

Our award-winning wellbeing programme provides access to a variety of wellbeing experiences

Birthday Leave

Take a paid day off for your birthday!

Protecting what matters most

You can get your will and enduring power of attorney sorted for free.

To apply, please submit your application online.

To be considered for this position, you must have the legal right to live and work in New Zealand.

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