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Corporate Trust Portfolio Manager

2 months ago

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

Job Summary

The Corporate Trust Client Services Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner. Our client is a well-recognised global financial services firm, with a well-established Australian Corporate Trustee services business.

Key Responsibilities:

  • Ensure delivery of service and operational excellence in activities in accordance with policies.
  • Manage Client Relationships across clients including maintaining client relationship plans & conducting regular client visits.
  • Ensure timeliness of all scheme regulatory lodgements.
  • 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 & 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.
  • Ensure all regulatory lodgements (annual financial statements, tax returns and annual distributions) are completed at year end in a timely manner in accordance with policies and procedures.

Ideal Prior Experience:

  • Ideally +5 years' experience in Financial Services, ideally within Corporate Trust or Custody or Asset Management.
  • 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.