Financial Services Portfolio Manager

1 month ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
Job Title: Client Account Manager

At Anton Murray Consulting, we are seeking a highly skilled Client Account Manager to join our team. As a Client Account Manager, you will be responsible for managing a portfolio of clients to build and maintain effective relationships and deliver superior client service.

Key Responsibilities:
  • Manage client relationships across a portfolio of clients, including maintaining client relationship plans and conducting regular client visits.
  • Ensure timely delivery of service and operational excellence in activities in accordance with policies.
  • Assist Senior Manager and Senior Client Manager to ensure compliance is managed appropriately in accordance with compliance plan controls.
  • Assist Governance Manager in monitoring service providers, including investment managers, custodians/prime brokers, and administrators.
  • Assist with the on-boarding and integration of new business.
  • Manage the off-boarding of schemes that are winding up.
  • Develop and maintain operational relationships with key service providers.
  • Maintain and manage the compliance system for assigned schemes.
  • Present at the Board and Compliance Committee meetings as and when required.
  • Participate in disclosure document and fund promotion material due diligence if required.
  • Manage and oversee the billing for assigned clients.
  • Review regular reports provided by each client for compliance with scheme/trust reporting and disclosure requirements.
  • Escalate any legal/regulatory red flags to senior members of the Client Management Team.
Requirements:
  • Business/Accounting/Economics/Law degree desirable, though any tertiary qualification would be acceptable with appropriate experience.
  • Ideally 5 years' experience in Financial Services.
  • Excellent client management skills and relationship management experience.
  • Strong knowledge of the managed funds industry and operational experience (custody/prime broker and administration) relating to managed funds.
  • Strong process management skills.
  • Excellent time management skills.

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