Perpetual Guardian
The Client Manager will manage and grow a profitable client base for the Takapuna branch, delivering service excellence and promoting the company's products and services to existing and prospective clients. The role involves providing advice on wills, trusts, and estate planning, achieving revenue targets, and mentoring team members.
Headquarters
Auckland, Auckland, New Zealand
Company Size
201-500 employees
Founded
1884
Perpetual Guardian Is New Zealand's Premier Provider Of All Things Estate Planning, Philanthropy, Family Office, and Investment Advisory
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Perpetual Guardian.
Perpetual Guardian didn’t post a salary, so this is our estimate from similar listings.
14% below the average for this role
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