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Client Manager (New Opportunity)

  • A competitive remuneration package
  • Southern Cross Medical Insurance
  • Life Insurance
  • On-going training and support
  • Brand new, stylish premises
  • Cell phone + use of a vehicle for client visits

Are you looking for a new and challenging role? Have you had experience in the financial services industry with customer service or sales? Do you have the ability to develop and network for new clients?

An exciting opportunity has arisen for a Client Manager based in Perpetual Guardian’s brand new and stylish premises located in the centre of Ashburton.  Key to this role is developing a new client base, so a passion and enjoyment in meeting potential clients and bringing on board new business is critical.  Over time, and with on-going training and support, you will develop and maintain a profitable client base by providing excellent client service for Wills, Estates, Trusts and Enduring Powers of Attorney.

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
  • Look to continually improve

Perpetual Guardian is a well-established company with 15 offices throughout New Zealand and approximately 240 staff.  As a representative of the Perpetual Guardian you can expect on-going training and support along with additional benefits such as medical and life insurance, a cell phone plus the use of a vehicle for client visits.

The successful applicant must have a customer focus, financial acumen, be motivated and driven, be an effective relationship builder, with a professional and friendly approach.

If you are looking for a new challenge and enjoy being part of a successful company then send your resume and cover letter to or phone Jo on 03 308 9675 for more information and a full job description.