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Corporate Trust Client Manager

2 months ago

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

We are seeking a highly skilled Client Manager to join our Corporate Trust team at Perpetual. As a Client Manager, you will be responsible for managing a portfolio of clients, building and maintaining effective client relationships, and ensuring superior client service.

Key Responsibilities
  • Manage client relationships across a portfolio of clients, including maintaining client relationship plans and conducting regular client visits.
  • Ensure timely delivery of service and operational excellence in activities in accordance with Perpetual policies.
  • Assist Senior Manager and Senior Client Manager to ensure compliance is managed appropriately in accordance with compliance plan controls.
  • Develop and maintain operational relationships with key service providers.
  • Present at the Board and Compliance Committee meetings as and when required.
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).
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.
Diversity and Inclusion

We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.