Client Manager

Summary about this job

Detail information about job Client Manager. Terms and conditions vacancy

• Managing large client base with a Client Assistant
• Leader in the NZ trust industry
• Convenient North Shore location

About us

Perpetual Guardian is a result of the coming together of Perpetual Trust and Guardian Trust, as two of New Zealand's oldest trust companies with over 130 years of experience. 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. 

We believe a great team is Perpetual Guardian's most valuable asset. Our people are passionate about what they do and have a genuine interest in the well-being of their clients. We recruit, train, empower and reward our team members to deliver comprehensive financial solutions and services to our clients. We believe that trusted relationships are built through our core values of communication, quality service, respect and integrity.

About the role

This role involves the professional management and growth of a profitable client base on behalf of the Company and as part of a high performing team based in Takapuna. The role will provide service excellence and pro-active promotion of our products and services to our existing and prospective clients.

This position will be responsible in providing advice to our clients in technical areas such as Will, Estate and Trusts and any new products or services being offered by the Company. 

Key Responsibilities:

• Achieve revenue and operating profit targets.
• Deliver, manage and monitor high quality service to clients
• Product promotion and saturation
• Compliance & risk
• Continuing Improvement

Skills & Experience:

• Tertiary education preferably trustee industry related or a commerce or law degree
• Minimum 5 years trustee / financial services industry or related experience
• Minimum 5 years sales experience – preferably related to financial services
• Strong customer service ethic and attitude
• Strong understanding of managed funds and personal financial planning
• Acts on opportunities identified through client relationship and demonstrates a full understanding of the needs of individual clients.

Attributes:

• Dedicated to helping build a strong, growing company
• Always exercises sound judgement
• Well organised with ability to prioritise
• Great at building and maintaining relationships
• Enthusiastic and determined to succeed
• Ability to carry out other duties as assigned from time to time
• Team Player with a "can do" attitude

In return for your efforts...

You will join an organisation that is passionate about its vision, purpose and values and a team of professionals passionate about providing services to our clients.

Ongoing training and development opportunities will be provided to further your career and in addition, you will have access to perks associated with being part of Perpetual Guardian.  This includes medical and life insurance cover, discounts on company products as well as discounted gym membership and products through our commercial business partners.

If you have all the skills and abilities listed above, don't hesitate and apply now! Applications will close on 22 July 2018.

Please note that all applications must be submitted via Seek to be considered, and must include an up-to-date CV as well as a Covering Letter. If you have any questions regarding the role, please email [email protected].

Note: Candidates with eligibility to be employed in New Zealand immediately will be strongly preferred.