Permanent / Full Time

Client Manager

Posted by Hunter Campbell • Papamoa, Bay Of Plenty, New Zealand

📍 Papamoa, Bay Of Plenty 🕒 February 19, 2026

About the Role

Responsibilities

  • Manage and develop an established portfolio of clients within the Tauranga region
  • Provide technical advice to clients around wills, estate planning and trust structures
  • Maintain regular contact with clients and proactively reconnect with dormant relationships
  • Support clients and families through estate administration and significant life events with care and professionalism
  • Build and maintain referral relationships across professional networks
  • Work alongside internal teams to deliver joined-up client solutions
  • Represent the organisation at networking and relationship-building events
  • Contribute to the ongoing growth and success of the client portfolio

  • About You

  • 2-5 years’ experience in relationship management, client advisory, or account management within professional or financial services
  • Exposure to trusts, estates, legal services, insurance, banking, or...
  • Ready to Apply?

    Submit your application today and take the next step in your career journey with Hunter Campbell.

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