Client Relationship Manager

Client Relationship Manager - Community Trusts

Join to apply for the Client Relationship Manager - Community Trusts role at Equity Trustees

Client Relationship Manager - Community Trusts

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Join to apply for the Client Relationship Manager - Community Trusts role at Equity Trustees

We are currently seeking a Client Relationship Manager to join our growing Community Trusts team. Based in Perth, this full-time role works closely with First Nations communities, Aboriginal organisations, and local advisory groups across WA.

Reporting to the Lead, Community Trusts, you will be responsible for representing Equity Trustees as Trustee across a portfolio of Native Title and community trusts. You'll coordinate meetings, present financial and trustee information, and support the operational and compliance needs of each trust. This includes managing relationships with land councils, prescribed body corporates, legal and financial advisers, and other external stakeholders.

This is a unique opportunity for someone who brings a strong relationship focus and an interest in governance, community engagement, or trust administration. We're open to people from diverse professional backgrounds, whether you've worked in finance, run your own business, or held senior community roles. I's your interpersonal and organisational skills that will set you up for success here.

Key Responsibilities:

• Build and maintain strong, trusted relationships with clients and communities
• Represent Equity Trustees at meetings and AGMs, including delivering presentations
• Support trust decision-making processes, including budgets and committee governance
• Coordinate trust operations including compliance and stakeholder engagement
• Work closely with internal colleagues and external providers to deliver great outcomes

What You'll Need to Succeed:

• A continuous improvement approach to problem-solving and process design
• Are a confident communicator and presenter, comfortable working with community groups and committees
• Have experience managing client or stakeholder relationships in complex environments
• Can navigate sensitive or confidential discussions with empathy and professionalism
• Have strong organisational skills and a detail-focused approach
• Are Perth-based and available to travel locally for client meetings as required

Experience working with First Nations organisations or communities is highly regarded but not essential. Likewise, qualifications in finance, law or business are a plus, but we're more interested in your lived experience, your people skills, and your commitment to building respectful relationships.

What we offer:

• 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
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2024
• Discounted tax and estate planning services
• 16 weeks paid parental leave for the primary carer
• Great central CBD location, Modern office fit-out and end-of-trip facilities.
• Flexible/Hybrid working environment.

About us - Trusted since 1888

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 future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for. 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 over 135 years strong - and growing. Apply now to be part of a successful contemporary trustee companySeniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance

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