Client Manager

Client Manager

Application Deadline : 24 December 2025

Department : Branch Network

Employment Type : Permanent - Full Time

Location : Hamilton Branch

Reporting To : Brendan Reidy

Description

About us : Perpetual Guardian is one of the largest and leading providers of Personal Trustee and Estate Administration services in New Zealand. We've helped thousands of Kiwis meet their unique asset protection and preservation needs - from the simple to the complex. Through the provision of expert trust and asset planning, formation and management services across the generations, we've become leaders in the industry and, most importantly, trusted partners with our clients.

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 Hamilton. 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

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 24 December 2025, 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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