Senior Client Relationship Manager

4 months 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.

Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company

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.



  • Sydney, New South Wales, Australia WTW Full time

    At WTW, we are seeking a highly skilled and experienced Senior Client Relationship Manager to join our team. This is an exciting opportunity for a motivated and results-driven individual to take on a key role in managing a portfolio of clients.About the RoleThis challenging position requires someone with excellent communication skills, strong business...


  • Sydney, New South Wales, Australia People in Focus Full time

    Job DescriptionWe are seeking a Senior Client Relationship Manager to join our team at People in Focus.As a Senior Client Relationship Manager, you will be responsible for maintaining a varied portfolio of clients and developing a rewarding career with our company.This diverse role presents an excellent opportunity to further your career as our client is...


  • Sydney, New South Wales, Australia WTW Full time

    About the RoleThe Senior Client Relationship Manager will play a crucial part in driving the growth of a portfolio of clients within our dedicated team. This role requires a professional with exceptional risk management and insurance expertise to identify and meet the needs of our clients.Key ResponsibilitiesPrepare accurate client documentation, including...


  • Sydney, New South Wales, Australia OakTree Full time

    Company OverviewOaktree is a global investment manager with a presence in 23 cities worldwide. The firm specializes in alternative investments and has over $192 billion in assets under management.We are committed to fostering a collaborative, inclusive, and diverse work environment that values creativity and innovation. Our team is dedicated to delivering...


  • Sydney, New South Wales, Australia 1588 State Street Services Australia Pty Limited Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Client Relationship Manager to join our team at 1588 State Street Services Australia Pty Limited.The successful candidate will have a proven track record of delivering exceptional client service, managing complex relationships, and driving business growth.Key Responsibilities:Client...


  • Sydney, Australia Budage Pty Limited Full time

    The roleThe role will oversee the development and management of the Firm's key client program, and the hands-on, client-facing management of a number of the private-sector clients on the program. The role will report directly to the Head of Emerging and Global Markets.Key responsibilities include:Working with a national team you will develop and implement...


  • Sydney, Australia Aon Full time

    Senior Manager, Client Relationships Aon is in the business of better decisions At Aon, we're dedicated to helping our clients make better decisions, and our Talent Analytics team within Human Capital plays a crucial role in this mission. We empower our clients with insights, advice, and data-driven solutions to optimise their rewards decisions,...


  • Sydney, Australia Flywire Full time

    **Company Description** Are you ready to trade your job for a journey? Become a FlyMate!** Passion, excitement & global collaboration are all core to what it means to be a FlyMate. At Flywire, we’re on a mission to deliver the world’s most important and complex payments. We use our Flywire Advantage - the combination of our next-gen payments platform,...


  • Sydney, New South Wales, Australia Job2Go Pty Ltd Full time

    Job Title: Client Relationship ManagerLocation: Sydney NSWSalary: $74,000 plus superannuation per annumWe are seeking an experienced Customer Service Manager to oversee and enhance our customer service operations. As a Client Relationship Manager, you will be responsible for designing and implementing customer service policies and procedures that support our...


  • Sydney, New South Wales, Australia 1588 State Street Services Australia Pty Limited Full time

    About the RoleWe are seeking a Senior Client Relationship Manager to join our team in Australia. As a key member of our client-facing team, you will be responsible for managing relationships with high-profile clients and driving business growth.The ideal candidate will have extensive experience in financial services, with a strong track record of building...


  • Sydney, New South Wales, Australia Norton Rose Fulbright Full time

    Norton Rose Fulbright is a leading global law firm with a long history of excellence.Our clients benefit from our deep understanding of the business environment and our expertise in various industries.We are seeking a Senior Client Relationship Strategist to join our team in Australia.Job DescriptionThe successful candidate will have experience in developing...


  • Sydney, New South Wales, Australia Hudson Full time

    Senior Account Manager RoleCirca $120K Package + Bonus Hybrid RoleLocation: North Sydney office Loyalty Operations in Financial Services We are seeking a Senior Account Manager with a proven track record ideally having worked within both loyalty and financial services industries.Key Responsibilities:Strategic Planning: Development of innovative marketing and...


  • Sydney, New South Wales, Australia Client Full time

    OverviewWavemaker is a global media agency that believes there is always a better way to grow. Our mission is to positively provoke growth for our clients, people, and partners by shaping decisions and experiences through media, content, and technology.We are part of GroupM and WPP, the largest media buying alliance and marketing communications group in the...


  • Sydney, New South Wales, Australia WiseTech Global Full time

    Key Account ManagerWe are seeking a skilled Key Account Manager to join our team at WiseTech Global in Sydney. This is an exciting opportunity to work with our clients and help them optimize the use of our software suites.The successful candidate will be responsible for managing a portfolio of strategic clients, ensuring their issues are resolved quickly and...


  • Sydney, New South Wales, Australia The Creative Store Full time

    We are seeking an experienced Account Manager to join our in-house team at The Creative Store, located in Marrickville, Sydney. This role offers a hybrid working environment and the opportunity to support our clients and internal teams.The ideal candidate will have over 10 years of industry experience and a proven track record of successful client...


  • Sydney, New South Wales, Australia TR3 Recruitment Full time

    Job Title: Senior Relationship ManagerFoster strong client relationships and drive business growth as a Senior Relationship Manager with our esteemed client. As a senior banker, you will develop and maintain credible, long-term relationships with the community, industry, and senior stakeholders.Develop a new portfolio of premium commercial clients from the...


  • Sydney, New South Wales, Australia OakTree Full time

    About UsOaktree is a leading global investment manager with $192 billion in assets under management. We specialize in alternative investments and emphasize an opportunistic, value-oriented approach.We cultivate a collaborative environment that values diversity of thought and provides opportunities for career development and community involvement.The Client...


  • Sydney, New South Wales, Australia Aon Full time

    The role of Senior Manager of Key Client Relationships at Aon involves overseeing and expanding a diverse portfolio of corporate clients. Key responsibilities include designing and executing targeted sales strategies for profitable growth, driving innovation through understanding current and future client needs, and driving unmatched talent plans to increase...


  • Sydney, New South Wales, Australia Clayton UTZ Full time

    We are seeking a highly skilled and experienced Strategic Client Relationship Manager to join our team at Clayton Utz.This is a critically important frontline role where you will be interacting daily with clients and Partners, utilising your strong communication and project management skills to work closely across practice groups within the Clients and...


  • Sydney, New South Wales, Australia Clayton UTZ Full time

    About the RoleAs a Senior Client Manager in the Client Team at Clayton Utz, you will play a critical role in developing and implementing client-centric and market-focused initiatives to achieve the firm's strategic objectives. You will work closely with a national team to maintain and build relationships with key national accounts, and support the Senior...