Client Relationship Manager

2 weeks ago

Sydney, Australia Equity Trustees Full time

Are you passionate about building strong client relationships and managing diverse portfolios? In this client-focused role, you will manage a wide range of compensated clients, ensuring their financial needs are met and their investment portfolios are effectively overseen in collaboration with their financial advisers. As a dedicated Relationship Manager, you will regularly communicate with clients, their families, health professionals, and other key stakeholders to deliver optimal outcomes, always adhering to trustee requirements as specified in relevant Acts.

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

- Significant experience in a relationship manager role, preferably within the trustee industry or related financial or legal fields.
- Strong organisational skills and a passion for supporting individuals from diverse backgrounds and cultures, especially those with limited capacity.
- Self-driven with a 'can-do' attitude.
- High resilience and emotional intelligence, with a thoughtful and considerate approach.
- Understanding and knowledge of financial management, tribunal requirements, and relevant legislation (e.g., Corporations Act, Trustee Act, Guardianship and Administration Act).

**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.

Equity Trustees acquired Australian Executor Trustees in late 2022, significantly expanding the Trustee & Wealth Services part of the business. It is a transformative acquisition consistent with the company strategy of being Australia's leading trustee, offering great opportunities for all employees across the newly integrated business.

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.

  • Client Relationship Manager

    2 days ago

    Sydney, New South Wales, Australia beBeeCustomerRelationships Full time $80,000 - $110,000

    Job Summary:We are seeking a highly skilled professional to join our team as a Client Relationship Manager.This role involves driving business success through effective client relationship management, ensuring seamless event logistics and coordination.The ideal candidate will possess excellent communication skills, be able to manage multiple tasks...

  • Client Relationship Manager

    21 hours ago

    Sydney, New South Wales, Australia beBeeRelationship Full time $120,000 - $160,000

    Client Relationship ManagerWe're seeking a skilled and experienced Client Relationship Manager to join our team. In this role, you will be responsible for nurturing and growing relationships with key clients and ensuring seamless experience through effective communication and issue resolution.Your day-to-day responsibilities will include:Building strong...

  • Client Relationship Manager

    3 days ago

    Sydney, New South Wales, Australia beBeeRisk Full time $120,000 - $160,000

    Senior Client Relationship ManagementThe role involves managing key stakeholder relationships, enhancing the client experience, attracting and retaining clients, and designing appropriate servicing solutions.Key Responsibilities:

  • Client Relationship Manager

    3 days ago

    Sydney, New South Wales, Australia Vantage Full time

    Vantage Sydney, New South Wales, AustraliaClient Relationship ManagerVantage Sydney, New South Wales, Australia1 week ago Be among the first 25 applicantsJoin our team in Sydney or Melbourne as a Client Relationship Manager.Company DescriptionVantage is a global multi-asset brokerage firm based in Sydney, licensed by the Australian Securities and Investments...

  • Client Relationship Manager

    7 days ago

    Sydney, Australia Link Group Full time

    **Overview** The role of a Client Relationship Manager (CRM) is to deliver against Link Market Services Limited’s (Link) client objectives of understanding, anticipating and managing the needs and expectations of clients to ensure maximum revenue potential and develop and maintain strong relationships with clients. CRMs are ultimately responsible for the...

  • Client Relationship Manager

    2 weeks ago

    Sydney, Australia Link Group Full time

    **Location**:Sydney (Liberty Place) **About the Role** At MUFG Pension & Market Services, we are seeking an experienced **Client Relationship Manager**to play a pivotal role in managing and deepening client relationships. In this role, you will deliver premium client service, anticipate and manage client needs, and drive revenue growth through strategic...

  • Client Relationship Manager

    2 weeks ago

    Sydney, Australia Cognizant Full time

    The Client Services Executive owns the growth, and overall performance for the assigned relationships within one. account. S/he executes and manages the account plan under the guidance of the Client Partner **Market Leadership** Creates sales strategy and plan for the CP’s review and for its incorporation into a broader client strategy and...

  • Client Relationship Manager

    3 days ago

    Sydney, Australia Clarrow Full time

    A award winning B2C Lender is looking for a superstar relationship Manager to join the Sydney team, and assist with maintaining and growing high net worth relationships. within this phone based role, you will your strong relationship skills to truly understand the clients requirements and provide personalised finance solutions, through a combination of...

  • Client Relationship Manager

    16 hours ago

    Sydney, Australia Link Group Full time

    **Client Relationship Manager - 12-month Fixed Term Contract** **Overview**: As a Client Relationship Manager (CRM), your role is pivotal in delivering on Link Market Services Limited's (Link) commitment to understanding, anticipating, and managing the needs and expectations of our clients. This 12-month fixed-term contract, covering a period of maternity...

  • Client Relationship Manager

    7 days ago

    Sydney, Australia Link Group Full time

    **About Us**: At Link Market Services Limited (Link), we are dedicated to understanding, anticipating, and managing the needs and expectations of our clients. As a Client Relationship Manager (CRM), you'll play a vital role in ensuring maximum revenue potential while maintaining strong relationships with our clients and their investors. **Role...