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Client Relationship Manager

Equity Trustees
Sydney, Australia
Closing date
Jun 13, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
This role is very client-focused and will see you managing a diverse portfolio of compensated clients. As the dedicated Relationship Manager, you will support your clients by ensuring their financial needs are met and overseeing their investment portfolio in collaboration with their financial adviser. In addition, you will communicate with each client regularly, their families, health professionals and other key stakeholders to ensure we deliver the best possible outcomes for our clients, adhering to all trustee requirements as set out in the relevant Acts.

You are very organised and love working with and supporting people from different backgrounds and cultures, specifically people that do not have the capacity. You are self-driven and have a 'can-do' attitude. You have a high resilience and emotional intelligence level and are considered in your approach. Experience working in the trustee industry or related financial or legal fields is preferred but not essential. You have a sound understanding and knowledge of financial management, tribunal requirements and relevant legislation, for example, the Corporations Act, Trustee Act, Guardianship and Administration Act.

A bit about our employee benefits
  • An attractive remuneration package
  • Reward and recognition programs
  • An employee wellness program, including discounted health insurance and an employee assistance program
  • A workplace volunteering and giving program to enable you to help others in the community
  • Discounted tax and estate planning services

About us - Trusted since 1888

Equity Trustees was established in 1888 and are now one of Australia's largest specialist trustee companies. We help our clients grow, manage, and protect their wealth now and for generations. As a trustee company, it is our responsibility to always act in our client's best interests, ensuring they feel safe, valued, and cared for.

Equity Trustees acquired Australian Executor Trustees in late 2022, significantly expanding the Trustee & Wealth Services part of the business. It is a transformative acquisition consistent with the company strategy of being Australia's leading trustee, offering great opportunities for all employees across the newly integrated business.

We are committed to providing a flexible, rewarding workplace and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

This vacancy is managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support. Thank you .

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