Principal Trustee

Ko wai mātou | About Us
Public Trust is New Zealand's largest trustee services organisation, providing specialist advice on a range of legal, financial, investment, trust, and estate management services to individuals, families, and businesses. As a purpose-driven, values-led organisation, we help people protect what matters most to them and their whanau. Whether it be planning how they want to pass on what matters most to them - their music collection, family heirlooms or KiwiSaver savings - or making sure their wishes are carried out after they're gone, Public Trust is here to help.

**We are a values-led organisation. Our values are**: People are at the heart of everything we do | We make the tricky seem simple | We are better when we work together | We have the courage to make a difference

Ko te tūranga mahi | About the role
We are seeking a Principal Trustee (our name for a People Leader/Branch Manager) to lead our Wellington Customer Centre. This is one of our largest Customer Centres and you will be responsible for providing leadership to a team of Trustees and Senior Trustees while supporting and embedding change in the business and executing our strategic plan at a local level.
You will be responsible for motivating and leading the team to achieve revenue growth, business development, and exceeding customer satisfaction; while embedding company-wide developments and initiatives such as our culture of care and new ways of working.
You will need to be an excellent communicator with proven experience in coaching and mentoring a team. A background in trusts and estate management is not essential as we are open to people leaders who have transferable leadership skills from another industry.
If you are looking for your next leadership role or are someone who wants to take the next step in your career at an organisation dedicated to its people and customers, then this may be the perfect opportunity for you.

Ko wai koe | About you
- Experience leading, motivating, and developing staff to achieve revenue growth and exceed customer satisfaction, including staff who are working remotely
- Trustee/estate planning experience is desirable but definitely not a must-have
- Ability to manage customer relationships in emotionally challenging circumstances
- Excellent communication, problem-solving, and analytical skills
- Ability to understand customer needs and provide appropriate solutions
- A high standard of personal integrity, discretion, and tact, maintaining confidentiality.

Ngā āhuatanga kei a mātou | What we offer
You will be joining a highly collaborative team who are all working towards making a meaningful difference in the lives of New Zealanders. We offer competitive remuneration, birthday leave, exposure to great well-being initiatives, access to partner discounts, and lots of opportunities to develop and grow.

Me pēhea te tono mai | How to apply