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Client Relationship Manager
2 weeks ago
A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences. A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.
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 account management.
As a trusted partner to our clients and their investors, you will oversee service delivery, manage client expectations, negotiate service agreements, and identify opportunities for cross-selling and strategic initiatives. This is a key role for someone who thrives in building strong, long-term client partnerships within the financial services sector.
Key Responsibilities
Strategic Focus
- Maintain and strengthen relationships with fee-paying clients and internal stakeholders.
- Ensure 100% client retention through proactive engagement and high-quality service delivery.
- Anticipate client needs and identify opportunities for growth.
- Drive new business revenue and report progress against targets.
Operational Management
- Oversee operational controls to mitigate risk and ensure compliance with procedures.
- Manage client issues and queries to agreed service levels, coordinating with internal teams.
- Take responsibility for client projects, including Annual General Meetings and mailings.
- Ensure timely invoicing and debtor management.
People Leadership
- Support the development and growth of the Client Service Delivery team.
- Collaborate with Client Relationship Assistant Managers to deliver exceptional client outcomes.
- Partner with other Corporate Markets divisions to ensure seamless project delivery.
Governance & Risk
- Ensure client compliance with regulatory requirements and contractual obligations.
- Build long-term, value-driven relationships that enhance client trust and stability.
- Negotiate appropriate commercial terms that balance value with cost and risk.
About You
- Relationship management experience, ideally within financial services.
- Proven track record of developing, retaining, and growing client accounts.
- Strong commercial acumen with experience in cross-selling and identifying new opportunities.
- Confident communicator with excellent presentation, negotiation, and interpersonal skills.
- High attention to detail with strong organisational and prioritisation skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Collaborative team player, with the ability to work independently when needed.
What We Offer
At MUFG Pension & Market Services, we take pride in fostering a culture of inclusion, flexibility, and wellbeing. We are committed to supporting your professional and personal growth, offering continuous learning and career pathways. Our benefits include:
- Salary sacrificing via superannuation
- Paid parental leave scheme
- Health insurance discounts
- Hybrid working model
- Volunteer and well-being leave
This is an opportunity to join a respected global financial services organisation and play a key role in strengthening client partnerships that underpin our success.
