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Wealth & Estate Client Manager

Perpetual Guardian
Location 📍 tauranga, New-Zealand
Posted 📅 June 06, 2026
Work Type ⏰ Full-time

Position Overview

Perpetual Guardian is looking for a Client Manager in Tauranga to professionally manage and grow a profitable client base. The role involves providing excellent service and technical advice on products and services including Wills and Trusts. Successful candidates will have 3-5 years of relationship management experience, preferably in financial services, along with strong professional communication skills. Join us for opportunities in wealth protection and benefit from health insurance and discounts on company products.
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Job Details

Employment Type
Full-time
📊
Category
Sales Support
🏠
Work Arrangement
On-site
📍
Location
tauranga, New-Zealand