Relationship Manager

Full-time, Permanent
Dunedin, Otago

#5225

Are you a relationship-focused professional with a strong understanding of financial services? We're looking for a dynamic Relationship Manager to join a respected team in the Trustee industry, to support clients with empathy, integrity, and expertise.

 

You may already have a solid background in other sectors such as Insurance, Banking, Finance or Mortgage broking, where you have successfully developed strong and trusting relationships with your clients.

 

 

About the Role

As a Relationship Manager, you’ll build trusted relationships with clients, advisors, and stakeholders. You’ll manage a portfolio of personal and corporate trust clients, provide advice and support on estate and trust matters, and ensure compliance with regulatory standards and fiduciary obligations.

 

What You’ll Do

  • Manage a portfolio of clients with professionalism and care
  • Provide tailored solutions and advice on wills, estate and trust matters
  • Identify opportunities to grow client relationships and services
  • Ensure documentation and reporting is accurate and compliant

 

What You’ll Bring

  • Experience may include, trustee, legal, financial or other professional services sectors
  • A client-first mindset with exceptional relationship management skills
  • Strong knowledge of trusts, estates, wills, and/or personal financial structures (preferred)
  • Sound judgment and ethical integrity
  • Excellent communication, organisation, and problem-solving skills

 

What’s on offer?

  • Join a trusted, well-respected brand in the professional services sector
  • Competitive salary + health and life insurance cover + additional discounts
  • Work with a supportive, collaborative, and knowledgeable team
  • Join a well-regarded, stable organisation with deep roots in the industry
  • Real opportunities for career progression

 

Take the next step in your career and make a real difference in the lives of clients.


You must be entitled to live and work in New Zealand to be considered for this role.

 

For a confidential discussion about this role, please call Mel on 03 471-7000.