Client Manager – Health and Personal Injury, Perpetual Wealth Management
4 days ago
More time off for the things that matter - Up to 6 weeks’ leave
Work where we work best - Hybrid office/work-from-home environment
Attractive Salary package and benefits
About the business
The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.
As a Client Manager in the Health and Personal Injury Team, you will be making financial decisions for people who cannot do so for themselves due to catastrophic injury. The purpose of the role is to make sound financial decisions and foster deep, life long relationships with clients and their support network, whilst administering client accounts efficiently and in line with business and compliance guidelines.
About the role
- Develop a thorough understanding of the needs and circumstances of clients so that client needs are effectively managed
- Ensure all client correspondence (phone and email) is responded to in a timely and effective manner.
- Monitor and manage the book of client accounts and ensure compliance controls are adhered to in accordance with fiduciary principles (eg. preparing client budgets on time, monitoring of client cash balances)
- 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
- Manage workload and service milestones in order to achieve timely and quality outcomes for clients
- Make decisions on behalf of clients, acting as a fiduciary and being able to communicate these decisions to clients
About you
- Minimum of 3 years’ experience in a role where you have managed client relationships. Experience in trustee or financial services is desirable, but not essential
- Experience working in a client centric business environment
- Knowledge of fiduciary relationships
- Sound problem solving and decision-making skills
- Strong client and stakeholder (internal & external) management skills
- Sound communication skills (written and verbal)
- Ability to prioritise competing tasks in a dynamic work environment
Behaviours
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.
Employee benefits
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Access to LinkedIn learning, study support and commitment to supporting professional development
Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with Jawun
Diversity and inclusion
WGEA Employer of Choice for gender equality since 2018
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.
We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.
Perpetual strongly encourages our employees to be vaccinated for COVID-19 for the safety of our team and stakeholders. Some roles may require that full vaccination is maintained for the safety and well-being of our clients. If this is applicable to the role that you have applied for, we will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.
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