Client Manager, Wholesale Trustee

6 days ago

Sydney, New South Wales, Australia Perpetual Full time
About the Role

We are seeking a highly skilled and experienced Client Manager to join our Corporate Trust team at Perpetual. As a Client Manager, you will be responsible for managing a portfolio of clients and building and maintaining effective client relationships in a manner that complies with regulatory frameworks, Perpetual policies and procedures, and applicable industry practices.

Key Responsibilities
  • Ensure delivery of service and operational excellence in activities in accordance with Perpetual policies and procedures.
  • Manage client relationships across a portfolio of clients, including maintaining client relationship plans and conducting regular client visits.
  • Ensure timeliness of all scheme regulatory lodgments and compliance with regulatory requirements.
  • Assist Senior Manager and Senior Client Manager to ensure compliance is managed appropriately in accordance with compliance plan controls.
  • Assist Governance & Oversight Manager in monitoring service providers, including investment managers, custodians/prime brokers, and administrators.
  • Assist with the on-boarding and integration of new business and manage the off-boarding of schemes that are winding up.
  • Develop and maintain operational relationships with key service providers and maintain and manage the compliance system, ClientConnect, for assigned schemes.
  • Present at the Board and Compliance Committee meetings as and when required and participate in disclosure document and fund promotion material due diligence if required.
  • Manage and oversee the billing for assigned clients and 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 and ensure all regulatory lodgments (annual financial statements, tax returns, and annual distributions) are completed at year end in a timely manner in accordance with Perpetual policies and procedures.
About You
  • Minimum 5 years' experience in Financial Services or related experience.
  • Prior experience servicing institutional clients.
  • Legal background and/or knowledge of trusts and how they operate (highly desirable).
  • Prior experience within accounting or tax (highly desirable).
  • Knowledge of fund structures and experience within the managed funds industry (including custody, fund administration, registry, audit, investment operations).
  • Excellent client management skills and relationship management experience.
  • Ability to manage and prioritise multiple tasks and strong attention to detail.
Behaviours

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.

Employee Benefits
  • Work from anywhere in Australia for up to one month each year.
  • An annual allowance to empower you to prioritise your personal wellbeing.
  • Access to LinkedIn learning, study support, and commitment to supporting professional development.
  • Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun.
Diversity and Inclusion
  • WGEA Employer of Choice for gender equality since 2018.
  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
  • A growing number of employee-led networks who work to raise awareness and drive continued change.
  • We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

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