Queenstown - Client Manager - PJ161

Location:
Queenstown, New Zealand
Salary:
Competitive
Expiry date:
06/11/2018
Reference no:
PJ161

Innovation, fiduciary expertise and a rich history go hand in hand at Perpetual Guardian, New Zealand’s premier provider of the full suite of estate planning services. For over 135 years we’ve been in the business of making a difference by combining our people’s passion and knowledge with the modern agility that comes with operating in a young and thriving country.

We’re now writing the next chapter in our story that centres on having a true impact – whether that is through Wills, Trusts, Enduring Powers of Attorney, Investment Advisory or Philanthropic ventures.

An exciting opportunity has arisen for an experienced fiduciary and relationship manager to join our company, based in new and stylish premises located in Queenstown, New Zealand (and the Southern Hemisphere’s) a premier four season’s lake and alpine resort.  

Surrounded by majestic mountains and set on the shores of crystal clear Lake Wakatipu, the natural beauty and the unique energy of this region create a wonderful backdrop for a change in lifestyle while further progressing your career.   

Key to this role is working locally and partnering with local professional to develop a new client base, so a passion and enjoyment in meeting potential clients and bringing on board new business is critical.  In addition, the role is expected to provide excellent client service in estate planning.

Role accountabilities:
•    Deliver and maintain high quality service to clients;
•    A focus on business development and growth;
•    Achieve revenue targets through sustainable growth;
•    Ensure advice is timely, professional, and compliant; and
•    Look to continually improve.

Responsibilities:

This position reports directly to the National Manager Retail who is based in Auckland.  The core responsibility is to build our brand within a new office location, by representing Perpetual Guardian to prospective clients and networks, so a passion and enjoyment in meeting potential clients and bringing on board new business is critical.  In addition, the successful candidate will oversee and coordinate the daily administration of trusts and companies, taking full responsibility for fiduciary mandates.



Key attributes:


•  A hard worker who wants to have some fun
•  At least 5 to 7 years of experience in the trust/fiduciary industry


•  Common-law private clients background, tax or accounting qualification

•  Academic and a professional qualification (STEP member or working towards the STEP diploma)


•  Clear and confident communicator 

•  Strong commercial acumen coupled with technical skills
•  Creative problem-solver, committed and resilient
•  Confident and comfortable with sophisticated entrepreneurs and families
•  High level of private client relationship management experience 


•  Gifted in understanding regulatory challenges and handling complex trusts

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