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Business Development and Client Relations Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeeRelationship Full time $110,000 - $130,000

As a key stakeholder in our organization, we are seeking a Relationship Manager to spearhead our corporate fiduciary client relationships.

**Job Summary:**

We are looking for an experienced Relationship Manager to join our team and manage all aspects of relationship building and compliance within our framework. This is an excellent opportunity for someone with a proven track record in relationship management to take on a challenging role and drive business growth.

**Key Responsibilities:**

  • Engage with clients to represent the organization in the market
  • Manage operational compliance within our framework
  • Project manage client and fund changes
  • Review and complete offer document due diligence
  • Develop, manage, and comply with processes
  • B build relationships with stakeholders to achieve optimum business outcomes

**Requirements:**

To be successful in this role, you will need:

  • Proven relationship management experience
  • Excellent communication and interpersonal skills
  • Exposure to investment/funds management and fund operations
  • Strong understanding of custodian and administration/registry services
  • Knowledge of financial markets and tax principles
  • Tertiary qualifications in Business, Finance or Accounting

**About Us:**

We are one of Australia's largest specialist trustee companies, established in 1888. We help our clients grow, manage, and protect their wealth by acting in their best interests and ensuring they feel safe, valued, and cared for.