Head of Legal and Client Services

Job title: Head of Legal and Client Services

Company: Fluid Recruitment


Job description: About the CompanySouthpac Group are a dedicated team of highly skilled professionals, including wealth planners, lawyers, and accountants, with decades of combined experience. Their mission is to deliver exceptional financial services to their clients, fostering long term relationships based on trust, integrity and the highest level of service.Their clients come from diverse backgrounds, each with unique needs, goals, and challenges. They take pride in providing tailored, personalised experiences to address these individual aspirations. Known for their premium service and leadership in the offshore trust industry, they are committed to maintaining their reputation and continuing their tradition of excellence.About the OpportunityOur client is seeking an experienced and dedicated individual to manage and oversee the Legal and Corporate Services Team (LCST). This role will involve assisting the Banking, Investment, and Commercial Services Team (BICST) in client entity establishment, providing legal guidance on corporate, trust, and foundation structures, and managing client relationships. You will also ensure the team meets corporate targets, support internal staff training, and review draft legislation relevant to jurisdictions.Key responsibilities include providing legal support, handling litigation, drafting agreements, and reviewing company documentation. Additionally, you will be involved in marketing initiatives, client relationship management, and resolving client complaints. The role will require strong leadership, as you will supervise, train, and support the LCST while maintaining positive relationships internally and externally with clients, referrers, and other stakeholders.Key Relationships:

• Internal: Close collaboration with the Group General Manager, management team, and Board members to drive strategic and operational initiatives.
• External: Building and maintaining professional relationships with key external parties including attorneys, clients, investment advisors, custodians, regulators, and competitors.

About YouYou will bring strong experience in trusts, with the ability to hit the ground running from day one. You have a proven track record of leading teams effectively and are skilled at building strong, lasting relationships with clients. Your expertise and leadership will make you an invaluable asset to the team.Additional Benefits:

• Leadership Development Opportunity – Lead and mentor a dynamic team of 5 professionals
• Engage with High-Profile Clients – Build and maintain relationships with top-tier clients
• Hybrid Work Flexibility – Enjoy the option to work remotely after 3 months
• Commitment to Work-Life Balance – Thrive in a supportive environment that values personal time
• Convenient Working Hours – Work from 6 AM to 3 PM for optimal productivity and free time

Please apply below or get in touch with Holly Clark on 021 229 9634 or for a confidential conversation.Please note, this vacancy is being managed exclusively by Fluid Recruitment on behalf of Southpac Group. Any CV’s received by SouthPac Group either directly or via a third party will be redirected back to our team.

Expected salary:

Location: Tauranga, Bay of Plenty

Job date: Fri, 07 Mar 2025 08:43:37 GMT

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