Perpetualguardian
Senior Client Manager
Job description
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


