Job Description
Application Deadline: 26 June 2026
Department: Branch Network
Location: Hamilton Branch
This role involves professional management and growth of a profitable client base on behalf of the company as part of the team based in Hamilton. The Client Manager reports to the Branch Manager, works closely with the partnered Client Assistant, and provides service excellence and proactive promotion of our products and services to existing and prospective clients.
About You
- A solid track record demonstrating problem solving, emotional intelligence and a collaborative team mindset.
- Experience building relationships with a wide range of clientele and an interest in Estate Planning or Financial Services.
- Sound judgement and adaptability, innovative, growth‑oriented.
- Well‑organised with the ability to prioritise.
- Enthusiastic, determined to succeed and grow business revenues.
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