Client Relationship Manager

2 weeks ago

Sydney, New South Wales, Australia Equity Trustees Ltd 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.


#J-18808-Ljbffr

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Ancillary Areas- PermanentWorking with a leading global firm, the role of a Client Relationship Manager delivers exceptional client service and managing the needs and expectations of clients to ensure maximum revenue potential. This role also focuses on developing and maintaining strong relationships with clients.CRMs are ultimately responsible for...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Gateway Synergy Recruitment Full time

    Remote position with extensive interstate travel Highly competitive base salary with annual bonus and car allowanceThe CompanyThe PositionAn exciting opportunity has become available for an experienced Client Relationship Manager to join our client's team in Brisbane. As the Client Relationship Manager you will work closely with the client company's...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Are Media Full time

    Job no: 499547Work type: permanent full timeLocation: SydneyCategories: MarketingWhy Are Direct?Who we Are?On behalf of local and international magazine publishers, Are Direct, expertly manages the distribution and promotion of millions of magazines into over 3,000 retailers throughout Australia and New Zealand.About the Role:The Client Relationship Manager...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Apex Group Full time

    Client Relationship ManagerLocation: Sydney, AustraliaDate Posted: Jun 22, 2023DescriptionApex Group is seeking a flexible, full-time Client Services Manager, and the role comes with an attractive salary and benefits package. Do you have Client Advisor or Financial Services experience, and are you looking for a new opportunity in Sydney?As a Client...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Link Group Full time

    OverviewThe role of a Client Relationship Manager (CRM) is to deliver against Link Market Services Limited's (Link) client objectives of understanding, anticipating and managing the needs and expectations of clients to ensure maximum revenue potential and develop and maintain strong relationships with clients.CRMs are ultimately responsible for the premium...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia PeopleScout Careers Full time

    We Champion Fresh Thinking, New Perspectives and Endless PossibilitiesWe are currently on a transformational journey which is positioning us for the next phase in our growth. Looking at every part of our business we're questioning how we better support our clients and teams to be the best they can and continue to exceed expectations.Central to our success...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Clarrow Full time

    A award winning B2C Lender is looking for a superstar relationship Manager to join the Sydney team, and assist with maintaining and growing high net worth relationships.within this phone based role, you will your strong relationship skills to truly understand the clients requirements and provide personalised finance solutions, through a combination of...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia LRI Invest S.A. Full time

    Apex Group is seeking a flexible, full-time Client Services Manager, and the role comes with an attractive salary and benefits package. Do you have Client Advisor or Financial Services experience, and are you looking for a new opportunity in Sydney?As a Client Relationship Manager, you will act as the client's point of contact for all client queries and...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Stellar Recruitment Full time

    Contract Type: Full TimeLocation: NSW Sydney NSWIndustry:Sales & Account ManagementThe Organisation:Our client is an award-winning integrated facility services organisation who is an innovator and leader within its field. With a clear record of success and sustained growth domestically and internationally, this industry expert is seeking an enthusiastic and...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Class Super Full time

    A BIT ABOUT USClass is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.But it's not just...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Talent International Full time

    australia sydney permanent au$ au$120000 per annumOur Client is an established Wealth Management company currently seeking a skilled Client Relationship Manager to join their team in a full time position. This position offers a challenging but rewarding workplace and opportunity. Working closely with clients and stakeholders.In this role you will: Build...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia WTW Full time

    Client Relationship Manager - Health and Benefits (13 month contract) Sydney, AUAugust 28, 2023The position is client-facing and will manage and grow a portfolio of new and existing clients. This involves ensuring our clients' H&B needs are identified and met through consulting on group and medical insurance and other benefits advisory services.The Role...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia KM Talent Full time

    Sydney Manage a portfolio of firmwide priority clients Top tier firm with a real focus on personal and career development Working in a high quality dedicated key client team Portfolio includes clients in Banking, TMT and Real Estate Hybrid working is standardAre you a client relationship management expert with proven success in managing client relationships...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Charterhouse Recruitment (Australia) Full time

    1 x Client Relationship ManagerUp to 90,000k + BonusClose knit teamSydney CBD and hybrid flexibility once trainedOur client, a forward-thinking Chartered Accounting firm, is in search of a friendly and highly driven Client Relationship Manager.You will be in charge of delivering top-notch service to clients and offering professional support to the client...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Job details Location: Sydney Salary: $0 - $90000 per annum Job Type: Permanent Discipline: Administration & Office SupportReference: V Posted: 3 days ago Share this job Job description 1 x Client Relationship ManagerUp to 90,000k + BonusClose knit teamSydney CBD and hybrid flexibility once trained Our client, a progressive Chartered Accounting firm are...

  • Client Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Charterhouse Full time

    1 x Client Relationship ManagerUp to 95,000k + BonusClose knit, friendly and supportive teamSydney CBD and hybrid flexibility once trained Our client, a progressive Chartered Accounting firm are seeking a personable and highly motivated Client Relationship Manager. You will be responsible for providing high quality service to clients and professional support...

  • Client Relationships Manager

    2 weeks ago

    Sydney, New South Wales, Australia Alexander Appointments Full time

    Uncapped commission structure Join a collabrative team Lead the charge in expanding our presence leveraging off trusted industry leaderClient Relationships Manager - RecruitmentDrive Business Development and Expansion across SydneyAbout UsJoin Alexander Appointments, a leading recruitment agency with over two decades of success in Australia. We pride...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Keegan Adams Full time

    Keegan Adams are partnering with an award-winning Private Wealth Advisory group servicing a range of individuals and families with significant wealth. They take particular pride in providing tailored advice and forging deep and lasting relationships with their valued clients. Working within a collaborative team environment, you will be providing support to...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Promocollection Full time

    About UsPromoCollection is a fast growing, award winning multi-national promotional products supplier established back in 2011, We have established sites in Australia, New Zealand and China. With our distinctive business model and our global teams working as one, we have achieved success and sustainable growth in the past years. Our achievement includes...

  • Client Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Up to 80k package:- Close knit team:- Sydney CBD | Hybrid:- Be recognised, valued and rewardedMy client is a Chartered Accounting firm seeking a bubbly and personable Client Relationship ManagerYou will be responsible for providing high quality service to clients and professional support to client advisersBe part of a team where hard work and dedication are...