Client/trust Manager

2 months ago


Auckland City, New Zealand Emergent Full time

We are seeking a Client/Trust Manager with experience in estate planning or wealth management, or a background in legal or financial advisory experience.

Bullet Points
- Permanent Role based in Remuera
- Benefits include: Health and Life Insurance Cover, discounts on company products and services through commercial business partners
- Career growth and training opportunities

Our client are leaders in their field, and more importantly, trusted partners helping New Zealander to make right financial choices.

Their organisation has a culture where people are passionate about what they do and have a genuine interest in the well-being of their clients. This means that they are always looking for innovative ways to stay ahead and they believe that trusted relationships are built through their core values of communication, quality service, respect and integrity.

**About the role**

As a Client Manager you will inherit an already healthy client base and have plenty of room to grow with prospective customers needing advice on a range of financial solutions and services including Wills, Trusts and Estate Planning. You will be building relationships, offering advice, and delivering successful results. Each day is varied, with networking both in and out of the office required as you build trusted relationships with clients and colleagues.

You will actively develop your portfolio and grow a network of business referrals as well as managing day to day administration to execute client requests. You will be well supported by Client Assistants who help you with administration so you can focus on offering advice and supporting clients’ needs.

**About you**
- Personality is key If you are someone who enjoys engaging with others, can easily build rapport, and engage with a wide range of individuals then this would be an ideal role for you.
- Experience in Legal or Financial Services would be desirable
- Ideally, you will have some previous client/relationship management experience or some account management experience, however, you may be working in a role where you use these skills which are easily transferable.
- Excellent communication skills - verbal and written
- Strong customer service ethic and attitude.
- Acts on opportunities identified through client relationships and demonstrates a full understanding of the needs of individual clients.

Emergent specialises in providing experienced and skilled temporary and permanent staff to a wide variety of businesses. Our team are a long-standing and well-established team of recruitment professionals. We offer a fresh approach to recruitment and we are passionate about what we do, which is why our brand is synonymous with quality and professionalism.

Please note: It is a requirement that you must already hold a NZ Passport or valid working visa to be considered for opportunities



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