Jobs
>
Sydney

    Client Relationship Manager - Sydney, Australia - Equity Trustees Ltd

    Equity Trustees Ltd
    Equity Trustees Ltd Sydney, Australia

    1 week ago

    Default job background
    Description

    This role is very client-focused and will see you managing a diverse portfolio of compensated clients. As the dedicated Relationship Manager, you will support your clients by ensuring their financial needs are met and overseeing their investment portfolio in collaboration with their financial adviser. In addition, you will communicate with each client regularly, their families, health professionals and other key stakeholders to ensure we deliver the best possible outcomes for our clients, adhering to all trustee requirements as set out in the relevant Acts.

    You are very organised and love working with and supporting people from different backgrounds and cultures, specifically people that do not have the capacity. You are self-driven and have a 'can-do' attitude. You have a high resilience and emotional intelligence level and are considered in your approach. Experience working in the trustee industry or related financial or legal fields is preferred but not essential. You have a sound understanding and knowledge of financial management, tribunal requirements and relevant legislation, for example, the Corporations Act, Trustee Act, Guardianship and Administration Act.

    A bit about our employee benefits

    • An attractive remuneration package
    • 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

    About us - Trusted since 1888

    Equity Trustees was established in 1888 and are now one of Australia's largest specialist trustee companies. We help our clients grow, manage, and protect their wealth now and for generations. As a trustee company, it is our responsibility to always act in our client's 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 flexible, rewarding workplace and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

    This vacancy is managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support. Thank you.


    #J-18808-Ljbffr
  • Universal Business Team

    Relationship Manager

    4 days ago

    Universal Business Team Sydney, Australia

    The Company UPAC are a progressive, people-focused family-owned Business who are very proud of being one of Australia's fastest-growing leaders in the plastics industry. They pride themselves on their superb product and design capability. This rapidly growing company now has a ne ...

  • One Playground

    Relationship Manager

    1 week ago

    One Playground Sydney, Australia

    Sydney, New South Wales, Australia · Full time · Aqua Exercise Instructor · New · **_Are you a natural at building strong client relationships? Do you strive to go above and beyond in delivering exceptional performance and service?_** · If so, we may have an exciting opportunity ...

  • Gallup

    Relationship Manager

    10 hours ago

    Gallup Sydney, Australia

    Champion Gallup's analytics and advice and guide forward-thinking conversations with our clients._ · As a Relationship Manager at Gallup, you'll be responsible for managing the client experience. Leading a variety of workplace-focused projects, you'll act as the liaison between c ...

  • Chubb

    Relationship Manager

    2 days ago

    Chubb Sydney, Australia

    **Your Role**: · This role forms a critical part of Chubb Australia's Accident and Health division. You will be a 'go-to' person at Chubb, with responsibility for the development and execution of relevant distribution strategies. · The Relationship Manager is responsible for gene ...

  • Athlete2Business

    Relationship Manager

    10 hours ago

    Athlete2Business Sydney, Australia

    **Contract Type**: · - PERMANENT**Location**: · - Sydney - NSW**Industry**: · - Sales**Contact Name**: · - Alex Opacic- · **Contact Phone**: · **Salary**: · - $120,000.00 Annual**Date Published**: · - 03-Nov-2023**Position: Relationship Manager** · **Location**: Sydney, New South ...

  • Dearin & Associates

    Relationship Manager

    1 day ago

    Dearin & Associates Sydney, Australia

    **Relationship Manager, Dearin & Associates** · Dearin & Associates is a boutique international business consultancy that helps small businesses to 'go global'. We love working with companies with big plans to make the world a better place. · We are 100% female-owned and have a t ...

  • B & K Consulting

    Relationship Manager

    1 day ago

    B & K Consulting Sydney, Australia

    **Relationship Manager**: · **Sydney NSW** · **Contract** · **$100,000 - $120,000 Annually** · **+ Super** · - Unique opportunity to move into Relationship Management · - A varied role that welcomes initiative and collaboration · - Start-up environment · B&K Consulting is partner ...

  • NSW Government

    Relationship Manager

    4 days ago

    NSW Government Sydney, Australia

    **Relationship Manager** · **Join us at the Australian Museum and help us achieve our Mission to ignite wonder, inspire debate and drive change** · **About the Role** · Enthusiastic with a love of learning, the Relationship Manager will develop and steward a portfolio of donors w ...

  • Livewire Markets

    Relationship Manager

    1 week ago

    Livewire Markets Sydney, Australia

    Job Description*_ · We empower investors to make better decisions._* · **What are we doing?** · Founded on the principal that access to the best investment information should be universal and that the world of investment is made complicated by too much noise and not enough signal ...

  • Mountleap HR Solutions

    Relationship Manager

    3 days ago

    Mountleap HR Solutions Sydney, Australia

    **Relationship Manager - Corporate Banking** · Our client is China's first joint-stock commercial bank and also the first bank to attend the national experiment for the promotion of China's banking industry reform driven by endeavours from outside the government. · They are the S ...

  • Children's Cancer Institute

    Relationship Manager

    2 days ago

    Children's Cancer Institute Sydney, Australia

    Location: · - Randwick - Sydney, Australia- Employment Type: · - Full-Time Fixed Term- Department: · - Customers & Supporters - Philanthropy (ENG2)- Closing Date: · - 29/12/2023When you step into a role, what do you want the purpose of the company you work for to be? How does tha ...

  • ADRA Australia

    Relationships Manager

    1 day ago

    ADRA Australia Sydney, Australia

    **About ADRA Australia** · The Adventist Development and Relief Agency (ADRA) is the official humanitarian agency of the Seventh-day Adventist Church. As part of the global ADRA network which reaches into more than 100 countries, we are motivated by our faith, to enable people an ...

  • Westpac

    Relationship Manager

    4 days ago

    Westpac Sydney, Australia

    High performing team within our Commercial space · - Business lending $3M+ · - Sydney CBD based, with working flexibility · **How will I help?** · The purpose of the Business Division at Westpac is to support one of Australia's most important assets - its businesses. We're here t ...

  • Mentimeter

    Relationship Manager

    1 week ago

    Mentimeter Sydney, Australia

    Our vision is to transform presentations, meetings and lectures by turning passive audiences into engaged contributors. We make this possible through our interactive presentation platform where the traditional presentation monologue becomes an inclusive dialogue. We believe in th ...

  • Microsoft

    Relationship Manager

    1 day ago

    Microsoft Sydney, Australia

    With over 17,000 employees worldwide, the Microsoft Customer Experience & Success (CE&S) organization is responsible for the strategy, design, and implementation of Microsoft's end-to-end customer experience. Come join CE&S and help us build a future where customers come to us no ...

  • MLC Life Insurance

    Relationship Manager

    1 week ago

    MLC Life Insurance North Sydney, Australia

    MLC Life Insurance. We have been protecting Australians for over 130 years. We respect the role we play in providing peace of mind for our customers, and we never lose sight of it. · **Our Purpose** · MLC Life Insurance is one of Australia's leading life insurance specialists and ...

  • Moody's

    Manager, Relationship Management

    1 week ago

    Moody's Sydney, Australia

    **Location: Sydney (Hybrid)** · **Department** · The team is part of a broader group based in 8 offices across Asia Pacific and responsible for developing commercial relationships with rating customers including financial institutions, corporates, infrastructure and sub-sovereign ...

  • MyState Limited

    Broker Relationship Manager Aka Relationship

    4 days ago

    MyState Limited Sydney, Australia

    Calling all relationship-building experts We have an exciting opportunity for you as a Broker Relationship Manager, and we'd love to have you on our team · We are a team of finance enthusiasts who believe in creating strong partnerships between mortgage brokers and our group. We ...

  • MyState Limited

    Broker Relationship Manager Aka Relationship

    4 days ago

    MyState Limited Sydney, Australia

    Calling all relationship-building experts We have an exciting opportunity for you as a Broker Relationship Manager, and we'd love to have you on our team · We are a team of finance enthusiasts who believe in creating strong partnerships between mortgage brokers and our group. We ...

  • Fyndr Group Pty Ltd

    IT Vendor Relationship Manager

    1 week ago

    Fyndr Group Pty Ltd Sydney, Australia

    IT Vendor Relationship Manager · - Focus on Infra/Cloud/Network and Security related work · - Full Time Permanent Role · Our client is currently looking to recruit an IT Vendor Relationship Manager with prior experience in the IT domain (specifically Infra/Networking/Security/Clo ...