Senior Client Manager

This role involves the professional management and growth of a profitable client base on behalf of the company. Working across our Queen Street and Remuera branches and reporting to the Branch Manager, the Senior Client Manager will provide service excellence and proactive promotion of our products and services to existing and prospective clients.

• 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.
• Has a solid understanding, interest and passion in Estate Planning or Financial Services.
• Always exercises sound judgement.
• Adaptable, innovative and possesses a growth mind set.
• Ability to lead and coach a team
• Enthusiastic, driven and determined to succeed and grow business revenues.
• You will be the primary relationship manager for a medium - complex portfolio of customers, offering a superior level of customer service
• Ensure that you value all time spent on customer activities and servicing customer needs is appropriately recorded
• Provide accurate and timely advice to clients on technical matters related to products and services, including Wills, Trusts, and Estate Planning, among others.
• Lead, coach, and mentor your team of Client Assistants to foster development, growth, and exceptional client service.
• Manage end-to-end service delivery for our customers, primarily tasks such as ongoing administration and compliance of Trusts and Agencies while utilising your knowledge to support the team withestate management, drafting Wills & Enduring Powers of Attorney
• Achieve revenue and operating profit targets for both yourself and your team.
• Identify and develop opportunities to generate additional new business and revenue.
• Achieve the sustainable growth of the business in a compliant environment while supporting your team to do the same.
• Work closely with the Branch Manager and fellow Senior Client Manager to drive the business operations, growth and revenue goals of the team
• 3-5 years of relationship/account management experience in a professional services environment.
• Proven experience leading a team and driving performance through excellent people management.
• Trustee and Financial services industry experience is strongly preferred. While strong professional communication skills are necessary, we will provide full training to help you confidently advise clients and promote our offerings.
• Tertiary education, preferably in commerce or law, is desirable, or relevant Trustee Experience.
• Strong customer service ethic and attitude.
• Acts on opportunities identified through client relationships and demonstrates a full understanding of individual client needs.
• Opportunity to work with Wealth Management Experts in New Zealand – career growth and training opportunities. This role can be a gateway into the specialised industry of wealth protection.
• Health and Life Insurance Cover*
• Flexible Working Arrangement*
• Discounts on company products – including free will!
• Discounts on products and services through commercial business partners such as gym membership discounts etc.
• eligibility criteria apply.Next steps

We will accept applications up until 3 March 2026, though we will commence interviews as we see suitable candidates coming through.

Please notethat 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.

Perpetual Guardian Group is the largest non-Government philanthropic entity in Aotearoa and the leading provider of fiduciary services in New Zealand. Through the provision of expert trust, asset planning and investment management across generations of New Zealanders, we've become leaders in the industry and, most importantly, trusted partners with our clients.

We are specialists in providing Wills, Trusts and Enduring Powers of Attorney. We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.