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Trustee Portfolio Manager

1 week ago

Auckland, Auckland, New Zealand Public Trust Full time

Job Description

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At Public Trust, we empower New Zealanders to build and protect their legacies. As a Senior Trustee in the PPPR Team, you will manage personal property and financial affairs for customers when appointed by the Family Court.

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Your Key Responsibilities:

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  • Manage a portfolio of PPPR customers with exceptional customer service and build trust
  • Maintain regular contact with customers and deliver outstanding results
  • Build rapport with customers, understand their needs, and provide appropriate solutions
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About You:

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  • You are an adaptable person who can move from different situations and conversations with ease
  • You use your initiative and are proactive in finding the best solutions for your clients
  • You have 4+ years trustee experience or equivalent
  • You possess strong communication skills at all levels and good problem-solving abilities
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We Offer:

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  • A supportive and inclusive working environment where people can thrive
  • A commitment to diversity and inclusion, recognising that our people are essential in serving communities
  • An opportunity to make a difference in the lives of New Zealanders