Relationship/ Trust Manager

Relationship/ Trust Manager page is loaded Relationship/ Trust Manager Apply locations Perth time type Full time posted on Posted 2 Days Ago time left to apply End Date: September 23, 2025 (28 days left to apply) job requisition id R8144More Time Off for What Matters:Enjoy up to 6 weeks of leaveFlexible Work Environment:Work where you work best - whether in the office or from home.Based in our Perth officesPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.An exciting opportunity to be part of the wider Perpetual Wealth Management division and join our Trust Management team.The role of Relationship/Trust Manager is focused on ensuring clients receive an exceptional service in the management of their Trust accounts.About the roleBuild a thorough understanding of the needs and circumstances of client so that their needs are effectively managed.Monitor and manage the book of accounts and ensure awareness of compliance (e.g. overdrawn accounts, uninvested funds, Governing Document Reviews including court orders, trust deeds, Wills, and all regular controls).
Ensure Trust accounts are administered in accordance with governing documents, legislation and company policy on a profitable and commercial basis.Work collaboratively with specialist teams to support the service delivery and client experience, including: Advisers, Investment Specialists, Tax specialists, Property and Operations team, and Paraplanners.Actively seek input from Senior members of the team and specialists to resolve complex matters in a timely manner.About youWe're looking for someone with:Minimum of 2 years' experience in Trustee, Financial Services, Risk and Compliance, Dispute Resolution or Legal environment.Experience working in a client centric business environment.Fiduciary knowledge.Understanding of risk and compliance obligations in a Financial Services environment.Sound problem solving and decision-making skills.How we workOur unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.Employee benefitsWork from anywhere in Australia for up to one month each yearAn annual allowance to empower you to prioritise your personal wellbeingStudy support and commitment to supporting professional developmentDiversity and inclusionStrong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategyA growing number of employee-led networks who work to raise awareness and drive continued changeWe support over 50 First Nations Communities, helping to secure the communities' future.
We encourage applications from Aboriginal and Torres Strait Islander PeopleWe're committed to creating an inclusive workplace where diversity is celebrated.
No matter your background or circumstances, we aim to provide an environment where you can thrive .
About Us Our People Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact.
The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients.
We value integrity, skill and teamwork and seek to find the best in each individual.
Our reward is personal and professional development and the pride that comes from doing the best for our clients.
Our History In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company.
Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change.
Our core values and financial principles have endured through time and will continue to endure.