Client Relations Lead – Wholesale Trustee (Hybrid)

Perpetual; Sydney; On-site; AUD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid working

Work from anywhere in Australia (up to

one month

Job summary

Perpetual, headquartered in Sydney, Australia, seeks a Client Manager for Wholesale Trustee within Perpetual Corporate Trust to manage a portfolio of wholesale trustee clients, supporting their relationship, operational and regulatory needs.

The role emphasizes governance, compliance and managed funds operations, with onboarding, regulatory oversight, billing and profitability duties, in a collaborative hybrid work setting.

Qualifications

• A tertiary qualification in business, accounting, economics or law, or equivalent experience
• Around 5 years in financial services, including 3+ years in financial operations
• Strong client and relationship management experience
• Strong knowledge of managed funds operations: custody, fund administration, registry, audit and investment operations
• Ability to organise priorities and deliver under time pressure
• Confident in handling challenging client conversations

Responsibilities

• Manage client relationships and lead regular client meetings
• Coordinate onboarding of new trusts and offboarding 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 in Client Connect
• Present to Board/Compliance Committee and escalate concerns
• Manage billing, accruals and debtor positions to improve portfolio profitability

Skills

Relationship management

Client relations

Financial operations

Regulatory awareness

Communication

Team collaboration

Education

Tertiary qualification in business/accounting/economics/law

Equivalent relevant experience

Tools

Client Connect system

Billing systems

Document management systems

Job description

Perpetual, headquartered in Sydney, Australia, seeks a Client Manager for Wholesale Trustee within Perpetual Corporate Trust to manage a portfolio of wholesale trustee clients, supporting their relationship, operational and regulatory needs.

The role emphasizes governance, compliance and managed funds operations, with onboarding, regulatory oversight, billing and profitability duties, in a collaborative hybrid work setting.