Senior Client Relationship Executive

7 days ago

Perth, Western Australia Equity Trustees Ltd Full time

Position Overview:

In this dynamic and fulfilling position, you will play a pivotal role within the Leadership Team, overseeing the management and administration of community and native title trust relationships for First Nations communities. Your responsibilities will include the development, execution, and evaluation of policies, governance, and legal frameworks pertinent to native title and community trusts.

Key Responsibilities:

  • Foster and nurture professional relationships with clients, engaging directly with communities, traditional owners, and beneficiaries to enhance client engagement.
  • Organize, design, and facilitate meetings with client groups, councils, and committees, ensuring effective coordination.
  • Build and maintain partnerships with external organizations, such as member-based corporations and financial advisors, while also supporting internal stakeholder relationships.
  • Prepare and deliver financial and trustee information to decision-making committees and relevant groups in a culturally sensitive manner.
  • Efficiently manage complaints and disputes, addressing escalated issues in a timely and appropriate manner.
  • Lead, develop, and inspire a high-performing team, promoting a client-first culture and driving overall performance.
  • Ensure adherence to legislative and organizational requirements, managing budgets and complying with relevant policies and regulations.

Qualifications and Skills:

  • Formal qualification in finance, business, law, or equivalent industry experience.
  • Demonstrated leadership and management experience in complex client service environments.
  • Experience working with Aboriginal communities or not-for-profit organizations.
  • Proven ability to cultivate and sustain strategic relationships with stakeholders.
  • Strong skills in conflict resolution and managing contentious discussions.
  • Excellent organizational abilities and meticulous attention to detail.
  • Empathetic, resilient, and adaptable character.
  • Capability to prioritize tasks and work efficiently both independently and as part of a national team.
  • Exceptional oral and written communication skills, adaptable to various audiences.

What We Offer:

  • A welcoming, open, and supportive organizational culture.
  • An attractive remuneration package, including reward and recognition initiatives.
  • An employee wellness program, featuring an employee assistance program.
  • A workplace volunteering and giving initiative to empower you to assist others in the community.
  • Recognition as part of the Top 30 Best Workplaces to Giveback.
  • Discounted tax and estate planning services.
  • Modern office environment located in a central business district.

About Equity Trustees Ltd:

Established in 1888, Equity Trustees is one of Australia's largest specialist trustee companies, dedicated to helping clients grow, manage, and safeguard their wealth for future generations. As a trustee company, we prioritize acting in our clients' best interests, ensuring they feel secure, valued, and cared for.

Following the acquisition of Australian Executor Trustees in late 2022, we have significantly expanded our Trustee & Wealth Services division, aligning with our strategy to be Australia's leading trustee and providing exceptional opportunities for all employees across the newly integrated business.

We are committed to fostering a flexible and rewarding workplace that supports individual development. As you contribute to our growth, we will also invest in your career advancement.

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