Manager, Relationships

3 days ago

Melbourne, Australia Equity Trustees Full time

We have a fantastic opportunity for you to join us to manage all aspects of relationship building and compliance within the Equity Trustees compliance framework for an allocated group of corporate fiduciary clients.

**About the role**:

- Engaging Clients by representing Equity Trustees to the market
- Manage operational compliance within our compliance framework
- Project manage all client and fund changes
- Review and completion of offer document due diligence
- Develop, manage, and comply with Equity Trustees' processes
- Engage with stakeholders to build relationships to achieve optimum business outcomes

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

- Demonstrated relationship management/client service experience
- Well-developed communication and interpersonal skills
- Exposure to investment/funds management and fund operations
- Strong understanding of custodian and administration/registry services
- Proven understanding of the financial markets
- Sound knowledge of the monthly, quarterly and yearly data requirements for funds
- Proven track record in managing compliance to set criteria
- Understanding of the tax & accounting principles concerning funds
- Tertiary Qualifications in Business, Finance or Accounting

**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.

  • Relationship Manager

    1 day ago

    Melbourne, Australia Westpac Group Full time

    Bank of Melbourne - Located in CBD - Build networks and new business **How will I help?** It’s right there in the name - this role’s all about creating and maintaining outstanding relationships with our affluent customers as part of our Relationship Management team. With full portfolio management, you’ll look after any lending and credit requirements,...

  • Relationship Manager

    5 days ago

    Melbourne, Australia Westpac Group Full time

    **Relationship Manager - Healthcare - Melbourne** - Manage a specialist Healthcare portfolio in Commercial Banking - Based in Melbourne, flexible working opportunities - Full time, permanent position **How will I help?** Westpac Commercial Banking supports Australian industry through a network of professional bankers, specialists and support teams, and...

  • Relationship Manager

    1 week ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Relationship Manager - Manage a diversified portfolio - Join a high performing and diverse team located in Tullarmine, Melbourne. - Permanent full time opportunity **How will I help?** Westpac Commercial Banking supports Australian industry through a network of professional bankers, specialists and support teams, and we're committed to offering deep...

  • Relationship Manager

    2 weeks ago

    Melbourne, Australia Link Group Full time

    We are currently seeking an experienced Relationship Manager to join our team in Melbourne. This is a full-time position that will serve as a maternity leave cover, with the potential for extension beyond the initial 12-month period. The role offers a hybrid work model with a great deal of flexibility. As a **Relationship Manager **, you will be responsible...

  • Relationship Manager

    2 weeks ago

    Melbourne, Victoria, Australia Police Bank Ltd. Full time $90,000 - $120,000 per year

    Who are we?Police Bank is one of Australia's fastest growing Mutual Banks. We are a progressive, purpose-driven financial institution, and we pride ourselves on offering a competitive range of financial products and services, all of which have been created with the needs of our members at front of mind.The OpportunityWe're seeking a talented and dedicated...

  • Relationship Manager

    2 weeks ago

    Melbourne, Australia FleetPartners Full time

    **ASX 300 listed financial services organisation**: - **Up to 27 days of annual leave per year**: - **Convenient location, steps from Melbourne Central station** **ABOUT US**: FleetPartners is an ASX listed established leader in vehicle fleet leasing, fleet management and diversified financial services across Australia and New Zealand and offers...

  • Relationship Manager

    1 week ago

    Melbourne, Australia Sportsbet Full time

    **5 weeks annual leave + other amazing benefits**: - **Genuine Career Development opportunities**: - **Melbourne based role (WFH Monday and Fridays)** **About Us** At Sportsbet, we’re all about bringing excitement to life for our 2 million customers. As part of the global Flutter Group, we’re a tight-knit team of 1,300 in Melbourne, Sydney, and...

  • Relationship Manager

    2 weeks ago

    Melbourne, Victoria, Australia FleetPartners Full time $80,000 - $120,000 per year

    ASX 300 listed financial services organisationUp to 27 days of annual leave per yearConvenient location, steps from Melbourne Central stationABOUT US:FleetPartners is an ASX listed established leader in vehicle fleet leasing, fleet management and diversified financial services across Australia and New Zealand and offers consumers, businesses, and governments...

  • Relationship Manager

    2 weeks ago

    Melbourne, Australia Melbourne Airport Full time

    We currently have an exciting new opportunity for a dynamic and experienced Relationship Manager to join our Ground Transport team as a 12-month parental leave cover. Reporting to the Head of Commercial, Ground Transport, this role is responsible for engaging revenue stakeholders and commercial vendors to monitor and manage contract operating requirements...

  • Relationship Manager

    3 days ago

    Melbourne, Victoria, Australia Iress Full time $80,000 - $120,000 per year

    See yourself being part of a large, transformational change? This could be the role for youAt Iress, we make things happenWe believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000 people...