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About the Role
Manage a portfolio of wholesale trustee clients, supporting their relationship, operational, and regulatory needs within the Wholesale Trustee team. Collaborate with clients, internal specialists, and external providers to enhance client outcomes, retention, and revenue growth, while improving portfolio scalability and profitability.
Responsibilities
- Manage client relationships and maintain relationship plans.
- Lead regular client meetings.
- Coordinate the onboarding of new business and offboarding of winding-up trusts.
- Review transaction documents, deeds, and agreements before execution.
- Oversee regulatory obligations, including financial statements, tax returns, and annual distributions.
- Monitor service providers and maintain compliance information via the Client Connect system.
- Present at Board and Compliance Committee meetings as required.
- Escalate legal or regulatory concerns.
- Manage billing, accruals, and debtor positions.
- Identify opportunities to improve portfolio profitability.
Requirements
- Tertiary qualification in business, accounting, economics, or law, or equivalent relevant experience.
- Approximately 5 years of experience in financial services.
- At least 3 years of experience in financial operations.
- Strong client and relationship management experience.
- Strong knowledge of managed funds operations, including custody, fund administration, registry, audit, and investment operations.
- Strong process management skills.
- Close attention to regulatory obligations.
- Ability to organize competing priorities and deliver accurately under time pressure.
- Confidence in handling challenging client conversations.
- Ability to negotiate with counterparties.
- Practical, flexible, and collaborative approach when working with internal teams and external providers.
Skills
- Governance
- Compliance
- Managed funds
- Client relationship management
- Process management
- Negotiation
Location
- Sydney, Australia
Work Type
- Hybrid
- Full-time
Experience Level
- 5 years of experience in financial services
- 3 years of experience in financial operations
Education Level
- Tertiary qualification in business, accounting, economics or law, or equivalent relevant experience
Benefits
- Hybrid working with 2-3+ days in the office
- Work from anywhere in Australia for up to one month annually
- Annual allowance for personal wellbeing
- Study support
- Commitment to supporting professional development
About the Company
- Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia.
- Consists of 11 leading brands across Asset Management, Wealth Management, and Corporate Trust.
- Perpetual Corporate Trust (PCT) is a specialist business within Perpetual Group.
- PCT is a leading fiduciary, custody, and digital business in Australia with operations in Singapore.
- Provides products to help clients and the industry be more effective, efficient, and economical.
- Manages increasing cyber security risks and maintains compliance.
- Domestic and global financial institutions leverage PCT's corporate strength, commercial approach, risk and compliance practices, expertise, and service excellence in debt markets, managed funds, and digital solutions.
Equal Opportunity
- Committed to creating an inclusive workplace where diversity is celebrated.
- Aim to provide an environment where you can thrive, regardless of background or circumstances.