Client Manager: Wealth and Estate Services Growth

Perpetual Guardian
📍 tauranga, bay of plenty, New-Zealand 💼 Full-time 🕒 Posted July 24, 2026

Job Description

Perpetual Guardian in Tauranga seeks an skilled Client Manager to grow a profitable client base within the Branch Network. You will report to the Branch Manager and work closely with the Client Assistant to deliver bespoke services and technical advice in estate planning and related financial services.

The role focuses on client relationship management, proactive promotion of offerings, and robust service delivery in a dynamic, collaborative team environment.

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Job Details

  • Location tauranga, bay of plenty
  • Job Type Full-time
  • Category Sales Support
  • Posted Date July 24, 2026
  • Application Deadline September 02, 2026