We have an opportunity for a further Client Account Manager to help develop and expand Trustees Executors’ personal business in the Otago region. This is a new position, created specifically to address the growth potential in this part of the business in this region.
There is a strong sales focus in the role, and to be successful you will need to combine your sales/people skills with excellent networking/ relationship management skills and sound business acumen. You will be a strong communicator with good judgement and a positive attitude who can self manage. You will be able to recognise sales opportunities and capitalise on them.
The position includes managing key accounts and developing customised trust and financial solutions for clients. Ideally you will have some experience in the delivery of estate, trust, agency and/or investment planning services. Establishing and maintaining positive professional relationships with clients and professionals at all levels will be a significant deliverable of the role. A sound working knowledge of administrative and commercial practices is essential.
An appropriate qualification, or the willingness to study towards one will be necessary.
A position description is available on request.
Closing Date: Friday, 14 November 2003
If you would like to apply or have any inquiries concerning this position, please contact:
Maria Coates
Human Resources Manager
maria.coates@trustees.co.nz
Ph (DDI): (04) 496 6715
Mob: 021 612 684
Client Account Manager
Wednesday, October 29th 2003, 12:33PM
Tue, Mar 17th 2026 08:54AM
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