Client Relationship Manager

2 days ago

Adelaide, South 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. This role will require travel to meet with clients face-to-face, and you will need to have confidence in managing sometimes challenging conflict situations, both remotely and in person.

What you'll need to succeed:

  • Experience in a relationship manager role, preferably financial or legal fields
  • Strong organisational skills and a passion for supporting individuals from diverse backgrounds and cultures, especially those with limited capacity
  • The ability to multi-task in a busy environment
  • 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) preferred but not essential

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.

Equity Trustees is 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company

  • Client Relationship Consultant

    4 days ago

    Adelaide, South Australia My Plan Manager Full time $60,000 - $90,000 per year

    Client Relationship Consultant (multiple positions)Permanent, full-time positionBased in AdelaideCandidates with WWCC & NDIS clearance preferredAbout usThe National Disability Insurance Scheme (NDIS) is the largest Australian social reform since Medicare. It's life changing for people with disability… but that doesn't mean it's easy to navigate. And that's...

  • Client Relationship Manager

    2 days ago

    Adelaide, South Australia Equity Trustees Full time $60,000 - $120,000 per year

    21st October, 2025 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...

  • Client Relationship Consultant

    2 days ago

    Adelaide, South Australia Drake International - Australia Full time $50,000 - $80,000 per year

    Drake is happy to be working with one of Australia's first, largest and leading provider of NDIS plan management services. Their approach is centred to reflect their core values… kindness, inclusivity, and innovativeness.They are constantly looking for Client Relations Consultant to join their growing team in Adelaide.The Role:Reporting to the Team...

  • Client Manager

    17 hours ago

    Adelaide, South Australia Aon Corporation Full time $80,000 - $120,000 per year

    Flexible hybrid working environmentBe part of an experienced and supportive teamManage, retain, and grow a specialist portfolio of clientsHIA Insurance Services (HIAIS) is a specialist insurance broker, providing insurance products and risk advice to the residential building industry. Formed in 1984, HIAIS is as a joint venture between two leaders in their...

  • Client Services Manager

    4 days ago

    Adelaide, South Australia Providence Wealth Full time $104,000 - $130,878 per year

    Are you looking for a private wealth client services opportunity that will allow you to leverage your experience?Providence Wealth is a privately owned group that has been providing clients with a boutique, bespoke investment offering since 2000. Servicing valued clients nationally, we have offices in Adelaide, Melbourne, and Sydney. We provide an integrated...

  • Customer Relationship Manager

    1 week ago

    Adelaide, South Australia Tabcorp Full time $80,000 - $120,000 per year

    About TabcorpTabcorp is Australia's leading gambling entertainment company, home to iconic brands such as TAB, SKY, and MAX. Through innovation, integrity, and collaboration, we're on a mission to create the most engaging betting and entertainment experiences, while building a safer, more sustainable future for our customers and communities.About the...

  • Client Service Manager

    4 days ago

    Adelaide, South Australia Loan Market Full time $60,000 - $80,000 per year

    Are you organised, detail-oriented, and passionate about delivering a seamless client experience? We're looking for a Client Service Manager to join a growing mortgage broking team in Adelaide. You'll be the broker's right hand, keeping everything running smoothly from loan submission to settlement.What You'll Be DoingProvide end-to-end support for brokers:...

  • Client Services Manager

    4 days ago

    Adelaide, South Australia Alex Brown Strategic Financial Planners Full time $60,000 - $100,000 per year

    Alex Brown Strategic Financial Planners – Gawler East, SAAre you an experienced financial planning professional who thrives in a client-focused role? At Alex Brown Strategic Financial Planners, we're looking for a motivated Client Services Manager to join our boutique practice and help us deliver an exceptional client experience.About UsWe are a small,...

  • Client & Partnerships Manager

    2 weeks ago

    Adelaide, South Australia Nova Systems Australia and New Zealand Full time $120,000 - $180,000 per year

    Ranked #8 "Best Places to Work 2024"Lead a talented team, drive strategic partnerships, and shape business growthNewly created role with hybrid working conditionsLocation: Adelaide, Melbourne, Canberra or SydneyAbout the RoleWe have a newly created opportunity for aClient & Partnerships Managerto join our Digital Services and Products team delivering...

  • Client & Partnerships Manager

    2 weeks ago

    Adelaide, South Australia Nova Systems Full time $120,000 - $180,000 per year

    Ranked #8 "Best Places to Work 2024" Lead a talented team, drive strategic partnerships, and shape business growthNewly created role with hybrid working conditionsLocation: Adelaide, Melbourne, Canberra or SydneyAbout the RoleWe have a newly created opportunity for a Client & Partnerships Manager to join our Digital Services and Products team delivering...