Client Relationship Manager

3 weeks ago

Adelaide, South Australia Equity Trustees Full time
Overview

Join to apply for the Client Relationship Manager role at Equity Trustees.

Are you passionate about building strong client relationships and managing diverse portfolios? In this client-focused role, you will manage a wide range of compensated clients, ensuring their financial needs are met and their investment portfolios are effectively overseen in collaboration with their financial advisers.

As a dedicated Relationship Manager, you will regularly communicate with clients, their families, health professionals, and other key stakeholders to deliver optimal outcomes, always adhering to trustee requirements as specified in relevant Acts. This role will require travel to meet with clients face-to-face, and you will need to have confidence in managing sometimes challenging conflict situations, both remotely and in person.

Responsibilities
  • Communicate with clients, families, health professionals, and other key stakeholders to deliver optimal outcomes
  • Oversee a range of compensated clients and their investment portfolios in collaboration with their financial advisers
  • Ensure compliance with trustee requirements as specified in relevant Acts
  • Travel to meet clients face-to-face as needed
  • Manage challenging conflict situations in both remote and in-person settings
What you'll need to succeed
  • Experience in a relationship manager role, preferably in financial or legal fields
  • Strong organisational skills and a passion for supporting individuals from diverse backgrounds and cultures, especially those with limited capacity
  • The ability to multi-task in a busy environment
  • Self-driven with a 'can-do' attitude
  • High resilience and emotional intelligence, with a thoughtful and considerate approach
  • Understanding and knowledge of financial management, tribunal requirements, and relevant legislation (e.g., Corporations Act, Trustee Act, Guardianship and Administration Act) preferred but not essential
What we can offer you
  • A warm, open and supportive culture
  • An attractive remuneration package, including 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
  • Great central CBD location, modern office fit-out and end-of-trip facilities
About us

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients\' 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 workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career. Equity Trustees is 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company


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