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Relationship Manager

2 months ago


Sydney, New South Wales, Australia Equity Trustees Full time
About the Role

We are seeking a highly skilled and experienced professional to join our team as a Relationship Manager, Compliance Officer, and Client Service Manager. As a key member of our team, you will be responsible for managing all aspects of relationship building and compliance within our compliance framework for an allocated group of corporate fiduciary clients.

Key Responsibilities
  • Client Engagement: Represent Equity Trustees to the market, building strong relationships with clients and stakeholders to achieve optimum business outcomes.
  • Operational Compliance: Manage operational compliance within our compliance framework, ensuring that all client and fund changes are properly managed and documented.
  • Project Management: Project manage all client and fund changes, ensuring that all tasks are completed on time and to a high standard.
  • Due Diligence: Review and complete offer document due diligence, ensuring that all necessary documentation is accurate and up-to-date.
  • Process Development: Develop, manage, and comply with Equity Trustees' processes, ensuring that all procedures are followed and that clients receive excellent service.
  • Stakeholder Engagement: Engage with stakeholders to build relationships and achieve optimum business outcomes.
Requirements
  • Relationship Management Experience: Demonstrated experience in relationship management and client service, with a proven track record of building strong relationships with clients and stakeholders.
  • Communication and Interpersonal Skills: Well-developed communication and interpersonal skills, with the ability to work effectively with clients, stakeholders, and internal teams.
  • Industry Knowledge: Exposure to investment/funds management and fund operations, with a strong understanding of custodian and administration/registry services.
  • Financial Markets Knowledge: Proven understanding of the financial markets, with a sound knowledge of the monthly, quarterly, and yearly data requirements for funds.
  • Compliance Experience: Proven track record in managing compliance to set criteria, with a strong understanding of tax and accounting principles concerning funds.
  • Qualifications: Tertiary qualifications in Business, Finance, or Accounting.
What We Offer
  • A Warm and Supportive Culture: A warm, open, and supportive culture that values diversity and inclusion.
  • Attractive Remuneration Package: An attractive remuneration package, including reward and recognition programs.
  • Employee Wellness Program: An employee wellness program, including discounted health insurance and an employee assistance program.
  • Workplace Volunteering and Giving Program: A workplace volunteering and giving program to enable you to help others in the community.
  • Discounted Tax and Estate Planning Services: Discounted tax and estate planning services.
  • Great Central CBD Location: A great central CBD location, modern office fit-out, and end-of-trip facilities.