Client Relationship Manager

7 months ago


Sydney, Australia Equity Trustees 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_.



  • Sydney, Australia eToro Full time

    eToro has created an intuitive Social Trading platform that gives traders and investors access to global stock markets, commodity trading, cryptocurrency trading, and more. We strive to make money management available and accessible to everyone (even to users with no prior experience or knowledge). We have over 33 million users worldwide, and our platform is...


  • Sydney, Australia LEAP Legal Software Full time

    **_“When you believe in the power of LEAP, it’s easy to help our network of lawyers believe too.”_**: **CLIENT RELATIONSHIP MANAGER, Sydney Australia**: - Our Client Relationship Managers ensure long-term retention of our clients, maximising their satisfaction of, and loyalty to LEAP. - Work for a Culture that values its Employees - Full-time,...


  • Sydney, Australia Ashurst LLP Full time

    **The Opportunity**: Our Client Growth & Innovation team plays an integral part of the Firm's growth strategy driving the development and performance of the Strategic Client Portfolio (Priority Clients Program). A newer pillar within Clients, Markets and Growth function, this department represents a true focus on transformation to the way the firm manages...


  • Sydney, Australia Link Group Full time

    **Overview** The 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...


  • Sydney, Australia PeopleScout Careers Full time

    We Champion Fresh Thinking, New Perspectives and Endless Possibilities We 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...


  • Sydney, Australia Link Group Full time

    **Client Relationship Manager - 12-month Fixed Term Contract** **Overview**: As a Client Relationship Manager (CRM), your role is pivotal in delivering on Link Market Services Limited's (Link) commitment to understanding, anticipating, and managing the needs and expectations of our clients. This 12-month fixed-term contract, covering a period of maternity...


  • Sydney, Australia Stellar Recruitment Full time

    **Contract Type**: - Full Time**Location**: - NSW - Sydney - NSW**Industry**: - Sales & Account Management**The 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...


  • Sydney, Australia Kaizen Recruitment Full time

    Industry leading financial services provider - Newly created role | Collaborative culture - Melbourne/Sydney CBD | Flexible WFH opportunity **Key Responsibilities** - Managing relationships with a portfolio of NFP clients throughout the investment process. - Maintaining a strong understanding of clients’ preferences, and finding solutions based on product...


  • Sydney, 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...


  • Sydney, Australia Talent International Full time

    australia sydney permanent au$115000 - 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...


  • Sydney, Australia Charterhouse Full time

    **Up to 80k package**: - **Close knit team**: - **Sydney CBD | Hybrid**: - **Be recognised, valued and rewarded** My client is a Chartered Accounting firm seeking a bubbly and personable Client Relationship Manager You will be responsible for providing high quality service to clients and professional support to client advisers Be part of a team where...


  • Sydney, Australia Coadys Personnel Full time

    Our client is a leading well recognised SaaS Technology firm who boast numerous awards as one of Australia's top employers. This is an exceptional position for a passionate and proactive client relationship management / sales professional to join their dynamic National team. The main focus of the role is to support client retention strategy to ensure...


  • Sydney, Australia Flywire Full time

    **Company Description** Are you ready to trade your job for a journey? Become a FlyMate!** Passion, excitement & global collaboration are all core to what it means to be a FlyMate. At Flywire, we’re on a mission to deliver the world’s most important and complex payments. We use our Flywire Advantage - the combination of our next-gen payments platform,...


  • Sydney, Australia Coadys Personnel Full time

    Our client is a leading well recognised SaaS Technology firm who boast numerous awards as being one of Australia's **Best Places To Work**! This is an exceptional position for a passionate and proactive Client Relationship / Sales professional to join their dynamic National team. The main focus of the role is to support client retention strategy to ensure...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Ancillary Areas- PermanentOur client is a leading global financial services firm seeking a Relationship Manager, at Associate level, working as part of the Global Client Management team. As a Client Relationship Manager you will work as part of a global RM team in Sydney covering all business lines and services. This is a high quality Relationship...


  • Sydney, New South Wales, Australia OMD Australia Full time

    Account Manager Role at OMD AustraliaThis is a key opportunity to join one of the leading media companies in Australia, as they continue to grow rapidly.As an Account Manager, you will play a crucial role in delivering high-quality results across your client patch, working closely with a talented team.Key Responsibilities:Collaborate with strategists and...


  • Sydney, Australia Employsure Full time

    Reignite our Client passion for our service - Solutional & Nurturing process - Purpose led business where education is our mantra Employsure is the leading workplace relations specialist in Australia and New Zealand. We empower employers, providing them with the knowledge and strategies to ensure fairness and safety in the workplace, something which is...


  • Sydney, Australia Medilaw Full time

    **Company Description** The Medilaw Group offers fair and balanced opinions to the legal, insurance, workers compensation, superannuation and government sectors across Australia. Our network of specialists, across a variety of medical specialties, express their medical opinion objectively, fairly and with due consideration to the injured party. We are...


  • Sydney Central Business District, Australia HAYS Full time

    **Your new company** Internationally recognised Life Insurance provider looking at an experienced Client Relationship Manager to cover on a 9 month contract. **Your new role** **What you'll need to succeed** - Experience as an Client Relationship Manager within Life insurance - Excellent all-round communication skills and presentation - The ability to...


  • Sydney, Australia Stake Full time

    Stake is looking for a Client Relationship Manager to join our team at our Bondi Junction HQ, with a flexible hybrid working model (3 days in the office, 2 WFH). We're an Australian investment platform with a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. We serve a global customer base of 500,000+...