Client Relationship Manager

2 weeks ago


Auckland, Auckland, New Zealand Public Trust Full time
Role Overview

We are looking for a skilled Asset Protection and Wealth Management Advisor to join our PPPR Team. As a key member of our team, you will be responsible for managing the personal property and financial affairs of our clients.

Key Responsibilities
  • Manage a portfolio of clients with complex personal property and financial affairs
  • Maintain regular contact with clients to ensure their needs are met
  • Deliver exceptional customer service and build trust with clients
Requirements

To succeed in this role, you will need:

  • 4+ years experience in trustee services or equivalent
  • Strong communication skills at all levels
  • Good problem-solving and analytical skills
  • Ability to build rapport with clients and understand their needs
  • A high standard of personal integrity, discretion, and tact
  • Ability to handle pressure and demonstrate professional empathy and resilience
Why Work with Us

We are a values-driven organisation that cares about the wellbeing and success of our people. We provide a supportive and inclusive working environment where people can thrive.



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