Client Relationship Manager

1 day 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 Manager

    21 hours ago

    Adelaide, South Australia Providence Wealth Full time $90,000 - $120,000 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...

  • Client Relationship Consultant

    21 hours 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...

  • Relationship and Administration Manager

    24 hours ago

    Adelaide, South Australia fd026ca4-b11d-4e78-96b8-000515a21a6c Full time $60,000 - $100,000 per year

    About the role We are seeking a talented and experienced Relationship and Administration Manager to join our dynamic team at Ezi Methods. In this full-time role, you will be responsible for managing key client relationships and overseeing a range of administrative tasks to support the smooth running of our operations. Based in Adelaide or Perth you will...

  • Relationship Manager

    1 week ago

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

    Job DescriptionCreate your best future and join BankSA as a Relationship Manager.What's the role?This full-time role is based in Adelaide and sits within our Commercial Banking team, focusing on the Emerging Corporates portfolio. You'll work with ambitious South Australian businesses, helping them grow through tailored lending solutions and strategic...

  • Relationship Manager

    7 days ago

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

    DescriptionCreate your best future and join BankSA as a Relationship Manager. What's the role?This full-time role is based in Adelaide and sits within our Commercial Banking team, focusing on the Emerging Corporates portfolio. You'll work with ambitious South Australian businesses, helping them grow through tailored lending solutions and strategic financial...

  • Customer Relationship Manager

    7 days 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

    1 day 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

    5 days ago

    Adelaide, South Australia MY Support My Way PTY LTD Full time $80,000 - $120,000 per year

    Job Advertisement: Client Services Manager - NDISLocation: Hampstead Gardens, South AustraliaPosition Type: Full-timeNo. of Positions: 1Start Date: Immediate Start availableAre you passionate about making a difference in the lives of individuals with disabilities? We are currently seeking a highly motivated and experienced Client Services Manager - NDIS to...

  • Client Services Manager

    5 days ago

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

    Client Services ManagerWe are a dynamic, national commercial cleaning provider, firmly positioned in the mid-market and experiencing significant expansion. With a established presence in every state and territory across Australia, our footprint is truly nationwide.Our strategic objective is to fuel our continued growth by enhancing our operational framework...

  • Mobile Relationship Manager

    1 week ago

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

    Now's the time to set your sights even higher – on the future you and the future career you deserve.   Your role as a Mobile Relationship Manager is to use your lending expertise to build strong, lasting relationships within the local community and drive business growth. Managing your own portfolio, you'll identify prospective customers, nurture leads,...