Client Relationship Manager

2 weeks ago

Melbourne, Australia Equity Trustees Full time

Work in a Client Relationship Team servicing a large book of NFP clients
- Build a long-term career with one of Australia's largest specialist trustee companies
- Join a high performing, engaged, and committed team

We have a fantastic opportunity for you to join us as part of the Asset Management team. You will provide superior customer service to our existing Not for Profit clients and Charitable Trusts. You will also have a particular focus on attracting and retaining clients seeking investment management advice and support.

This role will be located out of our Sydney or Melbourne officers.

**What you'll need to succeed**:

- Significant demonstrated experience in financial services
- A demonstrated interest in investment markets
- Strong client relationship skills
- Strong communication and presentation skills
- Proven ability to develop strong relationships with clients
- Strong organisational skills and exceptional detail focus.
- Exceptional client and business focus
- Continuous improvement mindset and business simplification skills
- Ability to organise/prioritise tasks and work efficiently and independently
- Exceptional Computer Skills, Word, Excel, PowerPoint, Salesforce or other CRM, Social Media marketing etc.
- Tertiary qualified in Finance (or related)
- RG146 compliant (or working toward)

**What we can offer you**:

- A warm, open and supportive culture
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- A workplace volunteering and giving program to enable you to help others in the community
- Discounted tax and estate planning services
- Great central CBD location, modern office fit-out and end-of-trip facilities.

**About us - Trusted since 1888**

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Agencies please note that this vacancy is being managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support. Thank you.

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