Client Manager, Wholesale Trustee – Perpetual Corporate Trust

Perpetual Limited; Sydney; Hybrid; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid working

Study support

Wellbeing allowance

Job summary

Perpetual Corporate Trust is seeking a skilled professional to manage a portfolio of wholesale trustee clients, coordinating onboarding, regulatory obligations and ongoing relationship management. You will work closely with internal specialists and external providers to ensure client success and revenue growth.

The role emphasizes governance, compliance and fund operations experience, supporting a varied client base while maintaining a focus on profitability and risk management.

Qualifications

• Around 5 years of experience in financial services, including at least 3 years in financial operations.
• Strong knowledge of managed funds operations including custody, fund administration, registry, audit and investment operations.

Responsibilities

• Manage client relationships, maintain relationship plans and lead regular client meetings.
• Coordinate onboarding of new business and offboarding of trusts that are winding up.
• Review transaction documents, deeds and agreements before execution.
• Oversee regulatory obligations, including year-end financial statements, tax returns and annual distributions.
• Monitor service providers and maintain compliance information through the Client Connect system.
• Present at Board and Compliance Committee meetings when required and escalate legal or regulatory concerns.
• Manage billing, accruals and debtor positions while identifying opportunities to improve portfolio profitability.

Skills

Relationship management

Client onboarding

Regulatory compliance

Fund operations

Education

Tertiary qualification in business, accounting, economics or law

Tools

Client Connect system

Job description

Manage a diverse portfolio of wholesale trustee clientsBuild specialist experience across governance, compliance and managed fundsContribute to the growth and profitability of the Wholesale Trustee businessPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.Perpetual Corporate Trust (PCT), a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore. We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our clients success.About the RoleJoin Perpetual Corporate Trust’s broader Managed Funds Services business. Manage a portfolio of wholesale trustee clients, supporting their relationship, operational and regulatory needs as part of the Wholesale Trustee team.You will work closely with clients, internal specialists and external service providers to support strong client outcomes, retention and revenue growth. You will also help the business improve the scalability and profitability of its client portfolio.Key ResponsibilitiesManage client relationships, maintain relationship plans and lead regular client meetingsCoordinate the onboarding of new business and the offboarding of trusts that are winding upReview transaction documents, deeds and agreements before executionOversee regulatory obligations, including year-end financial statements, tax returns and annual distributionsMonitor service providers and maintain compliance information through the Client Connect systemPresent at Board and Compliance Committee meetings when required and escalate legal or regulatory concernsManage billing, accruals and debtor positions while identifying opportunities to improve portfolio profitability.About youWe’re interested in hearing from people who have:A tertiary qualification, ideally in business, accounting, economics or law, or equivalent relevant experienceAround 5 years of experience in financial services, including at least 3 years in financial operationsStrong client and relationship management experienceStrong knowledge of managed funds operations, including custody, fund administration, registry, audit and investment operationsStrong process management skills and close attention to regulatory obligationsThe ability to organise competing priorities and deliver accurately under time pressureConfidence handling challenging client conversations and negotiating with counterpartiesA practical, flexible and collaborative approach when working with internal teams and external providers.We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.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. We’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.Employee benefitsWe’re committed to supporting hybrid working with our philosophy balancing business client and individual needs with 2 – 3 + days in modern recently renovated officeWork 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 development.