Relationship Manager, Energy Infrastructure Projects

Equity Trustees; City of Melbourne; Hybrid; AUD 110,000 - 170,000; Full time

Benefits offered by this job

Remuneration package

Wellness program

Discounted health insurance

Employee Assistance Program

Volunteer program

Best workplaces award

Job summary

Equity Trustees seeks a Relationship Manager, Energy Infrastructure Projects to join its Corporate Trustee Services team in Melbourne. You will support two government energy infrastructure trustee appointments and collaborate with government agencies, legal advisers, boards and finance teams to ensure compliance and outstanding client service.

This senior role offers exposure to major infrastructure programs and the chance to develop specialist expertise within trustee services and government

Qualifications

• At least five years' experience in financial services.
• Experience in funds management or trustee services.
• Strong stakeholder management and relationship-building.
• Excellent organisational skills and ability to manage multiple priorities.
• Strong written and verbal communication skills.
• Tertiary qualifications in Business, Accounting, Finance, Economics or Law.

Responsibilities

• Support the management of specialised government energy infrastructure trustee appointments.
• Assist with day-to-day operational activities, including payments, reimbursements, budgeting processes, client reporting and audit requirements.
• Coordinate and prepare documentation for execution and ensure appropriate authorisations are obtained.
• Assist with the negotiation and administration of legal and transactional documentation.
• Provide ongoing reporting and communication to clients and stakeholders.
• Liaise with internal and external stakeholders, including legal counsel, boards, finance teams, company secretariat teams and government bodies.
• Ensure client instructions are processed accurately and in accordance with relevant procedures.
• Support the safekeeping and administration of assets and critical documentation.
• Contribute to project work, special initiatives and client requests as required.
• Assist with compliance monitoring, internal control testing and regulatory obligations.
• Build and maintain strong stakeholder relationships while delivering exceptional client service.

Skills

Stakeholder management

Relationship building

Organisational skills

Attention to detail

Written and verbal communication

Independent working

Microsoft Office

Client-focused

Education

Tertiary qualifications

Job description

We are seeking a Relationship Manager, Energy Infrastructure Projects to join our Corporate Trustee Services team. Reporting to the Head of Energy Infrastructure Projects, this role provides critical support across two specialised government energy infrastructure trustee appointments. You will work closely with government agencies, legal advisers, boards, finance teams and other stakeholders to ensure operational obligations are delivered effectively, compliance requirements are met, and exceptional client service is maintained.

This is a unique opportunity for an experienced financial services professional to contribute to major infrastructure projects while developing specialist expertise within trustee services and government-related appointments.

Key Responsibilities

• Support the management of specialised government energy infrastructure trustee appointments.
• Assist with day-to-day operational activities, including payments, reimbursements, budgeting processes, client reporting and audit requirements.
• Coordinate and prepare documentation for execution and ensure appropriate authorisations are obtained.
• Assist with the negotiation and administration of legal and transactional documentation.
• Provide ongoing reporting and communication to clients and stakeholders.
• Liaise with internal and external stakeholders, including legal counsel, boards, finance teams, company secretariat teams and government bodies.
• Ensure client instructions are processed accurately and in accordance with relevant procedures.
• Support the safekeeping and administration of assets and critical documentation.
• Contribute to project work, special initiatives and client requests as required.
• Assist with compliance monitoring, internal control testing and regulatory obligations.
• Build and maintain strong stakeholder relationships while delivering exceptional client service.

What You'll Need to Succeed

• Demonstrated experience within financial services, funds management, trustee services or a related industry.
• At least five years' experience in financial services.
• Strong stakeholder management and relationship-building skills.
• Excellent organisational skills with the ability to manage multiple priorities and projects simultaneously.
• Strong attention to detail and analytical capabilities.
• A client-focused approach with the ability to work proactively and independently.
• Strong written and verbal communication skills.
• Continuous improvement mindset and a willingness to learn new areas of the business.
• Experience using Microsoft Office applications.
• Tertiary qualifications in Business, Accounting, Finance, Economics or Law.

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.
• We are proud to be part of the Top 30 Best Workplaces to Give Back.
• Discounted tax and estate planning services.
• 16 weeks paid parental leave for the primary carer.
• Great central CBD location, modern office fit-out and end-of-trip facilities.
• Flexible and hybrid working arrangements.

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 future generations. As a trustee company, we are responsible for always acting in our clients' best interests, ensuring they feel safe, valued and cared for.

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.