Account & Relationship Management (Banking & Financial Services) The role involves professional management and growth of a profitable client base on behalf of the company and as part of the team based in our Remuera Office. 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 our existing and prospective clients, whilst contributing to the team culture by modelling Perpetual Guardian's values and working towards the Company's strategic aspirations. About you Attributes Dedicated to helping maintain, build, and grow a strong and sustainable client portfolio. A solid track record demonstrating your ability to work unsupervised, embrace problem solving, a high degree of emotional intelligence and enjoy working with a collaborative team, who takes pride in assisting and providing bespoke services to their Clients. Be empathetic and enjoy building relationships with a wide range of clientele and have an understanding, interest and passion in Estate Planning or Financial Services, then you could be the ideal candidate for this role Always exercises sound judgement Adaptable, innovative and possesses a growth mind set Resilient and persevering Well organised with the ability to prioritise You will provide support to the Client Assistant and Branch Manager whilst contributing to the team culture by modelling Perpetual Guardian's values and working towards the Company's strategic aspirations. Team Player with a "can do" attitude Description The role involves professional management and growth of a profitable client base on behalf of the company and as part of the team based in our Remuera Office. 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 our existing and prospective clients, whilst contributing to the team culture by modelling Perpetual Guardian's values and working towards the Company's strategic aspirations. About you Attributes Dedicated to helping maintain, build, and grow a strong and sustainable client portfolio. A solid track record demonstrating your ability to work unsupervised, embrace problem solving, a high degree of emotional intelligence and enjoy working with a collaborative team, who takes pride in assisting and providing bespoke services to their Clients. Be empathetic and enjoy building relationships with a wide range of clientele and have an understanding, interest and passion in Estate Planning or Financial Services, then you could be the ideal candidate for this role Always exercises sound judgement Adaptable, innovative and possesses a growth mind set Resilient and persevering Well organised with the ability to prioritise You will provide support to the Client Assistant and Branch Manager whilst contributing to the team culture by modelling Perpetual Guardian's values and working towards the Company's strategic aspirations. Team Player with a "can do" attitude Key Responsibilities You will be the primary relationship manager for a medium - complex portfolio of customers, offering a superior level of customer service Manage end-to-end service delivery for our Customers and completing tasks such as Estate management, drafting Wills & Enduring Powers of Attorney, management of the ongoing day to day administration and compliance of Trusts and Agencies 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 that may be of a technical nature particularly as it relates to Estate planning and any new products or services offered by Perpetual Guardian Achieve revenue and operating profit target Identify and develop opportunities to generate additional new business and revenue Achieve the sustainable growth of the business in a compliant environment Skills, Knowledge and Expertise Tertiary qualification is desirable, or relevant Trustee Experience 3-5 years relationship/account management experience as a confident and professional communicator Customer Service, Estate Management, Wills, Trustee/ Financial Services, Legal and/or any other Industry experience preferred, but not essential. If you can hold a professional conversation with conviction, we're happy to teach you how to sell our product offerings Strong customer service ethic and attitude Acts on opportunities identified through client relationships and demonstrates a full understanding of the needs of individual clients. Benefits In return for your efforts... You will join an organisation that is passionate about its vision, purpose and values and a team of professionals who proactively provide excellence to our clients. You will be given Leadership and team management opportunities. You will have access to perks associated with being part of Perpetual Guardian including medical and life insurance cover, discounts on company products and products through our commercial business partners.* *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 12 April 2024, though we will commence interviews as we see suitable candidates coming through. If you have any questions regarding the role, please email Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply. Your application will include the following questions: What are your rights to work in New Zealand? What are your yearly salary expectations? Do you have experience in a role which requires relationship management experience? How many years' in the Financial Industry do you have? Which of the following Microsoft Office products are you experienced with? Report this job advert Don't provide your bank or credit card details when applying for jobs. #J-18808-Ljbffr
