Client Manager

Provide accurate and timely advice to clients that may be of a technical nature relating to products and services including Wills, Trusts and Estate Planning among others • Manage end-to-end service delivery for our Customers and completing tasks such as Estate management, drafting Wills & Enduring Powers of Attorney, management of the ongoing day to day administration and compliance of Trusts and Agencies • Reading and understanding of financial statements • Achieve revenue and operating profit target • Identify and develop opportunities to generate additional new business and revenue • Coach and mentor team members to promote development and growth • Achieve the sustainable growth of the business in a compliant environment • Preparing monthly reports and providing these to the Branch Manager recording business opportunities, targets and business transactions / sales

At least 2 years experience of relationship/account management Trustee industry or related experience essential Background in law or banking Bachelor Degree level of education preferably commerce or law is desirable Basic level of investment concepts including time charging and client billing Strong customer service ethic and attitude Acts on opportunities identified through client relationship Demonstration of full understanding of individual client needs.