Permanent / Full Time

Client Manager

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

📍 Papamoa, Bay Of Plenty 🕒 February 19, 2026

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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...
                

Job Details

Location Papamoa, Bay Of Plenty
Job Type Permanent / Full Time
Category Operations Specialties Managers
Posted February 19, 2026
Deadline March 31, 2026

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