Global Family Office Relationship Manager

1 week ago


Melbourne, Victoria, Australia 023 Northern Trust Company Australia Full time

About Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution with 130+ years of experience. We provide innovative financial services to the world's most successful individuals, families, and institutions by staying true to our principles of service, expertise, and integrity.

Our Global Family & Private Investment Offices team supports the wealthiest families in the world, typically those with a single family office or private investment company. Given their wealth, these families act like institutions but require a personal and high touch approach, as well as the highest level of discretion.

The team offers a range of products and services, including asset servicing, technology and reporting, fund administration, investment management, and banking/credit.

Key Responsibilities:
  • Owns coordination and day-to-day contact for specific family office relationships
  • Anticipates and identifies client needs and handles client inquiry resolution
  • Serves as a key subject matter expert for Custody, and Accounting products and is an escalation point and mentor for other Account Managers in the region
  • Leads initiatives within GFO APAC to improve processes, implement cross-regional operating models, and reduce risk
  • Independently coordinates the daily execution of client requests, communicating progress status with clients, vendors, and the internal service team
  • Carries out complex activities with significant financial, client, and/or internal business impact
  • Directs set up of various types of client accounts and services
  • Keeps abreast of all new products and services to respond to client inquiries


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