Ko wai mātou | About us
At Public Trust we're all about empowering New Zealanders to build and protect their legacies and we do that through our incredible team of people.
As New Zealand's largest and most experienced trustee services organisation, we've been helping Kiwi to build and protect their legacies since 1873 through specialist advice and care across a range of estate management, trust, charities and investment services.
Take a look at our website and You Tube videos to find out more about us!
Ko te tūranga mahi | About the role
As a Client Services Manager, you'll be the primary relationship lead for a portfolio of clients across KiwiSaver, superannuation schemes, managed investment funds, debt securities, and structured finance products. You'll play a key role in understanding their business, risks, and governance, while fulfilling fiduciary responsibilities as a supervisor and trustee.
- Lead client relationships and build trust with key stakeholders
- Align supervisory activities with clients' strategic goals
- Review and negotiate key legal and financial documents
- Stay current with regulatory developments and industry trends
- Collaborate with internal teams to deliver high-quality service
Ko wai koe | About you
You're a confident relationship manager with a strong understanding of financial services, governance, and compliance. You enjoy working with purpose, building trust with clients, and navigating complex regulatory environments with clarity and care.
- 5+ years' experience in professional services, investment management, or trustee-related roles
- Strong interpersonal and written communication skills
- Ability to interpret legal and financial documents
- Skilled at managing client relationships and understanding their strategic goals
- Tertiary qualification in Business, Finance, Law, or a related field
- Bonus: Familiarity with corporate trustee responsibilities, financial markets legislation and regulatory frameworks
Ngā āhuatanga kei a mātou | What we offer
At Public Trust, we have a strong sense of purpose and shared values that puts people at the heart of everything. We offer an inclusive, flexible and collaborative work environment, underpinned by our culture of care.
Our people love that they're making an impact for our customers, communities and New Zealand. You'll have access to a competitive salary and ongoing development opportunities, and we offer a range of great benefits, including;
- Learning and development You will have opportunities to build your career, access to continuous learning and development, and the option to undertake paid study.
- Leadership development We offer a leadership development programme for those in people leader roles.
- Wellbeing Our award-winning wellbeing programme provides access to a variety of wellbeing experiences
- Birthday Leave Take a paid day off for your birthday!
- Protecting what matters most You can get your will and enduring power of attorney sorted for free.
At Public Trust, you'll have the chance to make a real difference in the lives of New Zealanders by helping them build and protect their legacies.
How to apply
If you're interested in joining our team, apply online now! To be considered for this position, you must have the legal right to live and work in New Zealand.