Strategic Fiduciary Professional

4 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $110,000 - $140,000
Fiduciary Account Manager Role

As a Fiduciary Account Manager, you will play a pivotal role in managing fiduciary accounts with precision and care. You will be part of an esteemed team where you will oversee investment management, crafting initial plans and conducting reviews to ensure adherence to our framework.

You will provide vital governance support to Trust Managers, nurturing relationships with key stakeholders to drive success in fiduciary investment functions. Your expertise will make a difference in safeguarding and growing the wealth of valued clients.

About The Role:
  • Operate in a fiduciary capacity, writing the initial Investment Plan for the trust based on the objectives of the beneficiary/s
  • Undertake the annual Prudent Person Review of the investment strategy set for the trust
  • Perform a governance role where a trust is advised by a financial adviser outside of the trustee
  • Collaborate with Trust Managers and communicate with Co-Trustees and Beneficiaries on their trust investments to enhance client engagement
Requirements:
  • Experience working in the Trustee Industry, Financial Advice or Funds Management Industry
  • Possess high levels of empathy, resilience, and emotional intelligence
  • Understanding of Trust Law and Prudent Person Principles
  • Excellent financial modelling skills
  • Postgraduate qualification, preferably CFP or FINSIA
  • Are RG146 compliant
  • Have a tertiary qualification in Finance or a related field
About Our Commitment:

We are dedicated to providing a flexible and rewarding workplace that supports individual development. Just as we help our business grow, we will help you grow in your career.

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