Senior Client Manager

Application Deadline: 31 July 2026

Department: Branch Network

Location: Remuera Branch

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. This role will provide advice to clients that may be of a technical nature, particularly as it relates to Wills, Estates, Trusts.

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 understanding, interest and passion in Estate Planning or Financial Services
• Experience mentoring/coaching a team
• Always exercises sound judgement
• Adaptable, innovative and possesses a growth mind set
• Enthusiastic and determined to succeed and grow business revenues

Key Responsibilities

• 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 your time and 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 Managers to foster development, growth, and exceptional client service.
• Manage end-to-end service delivery for our customers, including tasks such as estate management, drafting Wills & Enduring Powers of Attorney, and ongoing administration and compliance of Trusts and Agencies.
• 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.

Skills, Knowledge and Expertise

• 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, but not essential.
• 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.

Benefits

• 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*
• 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

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 31 July 2026, though we will commence interviews as we see suitable candidates coming through.

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

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