Senior Relationship Manager, Health and Personal Injury

More Time Off for What Matters : Enjoy up to 6 weeks of le

Foster lifelong relationships with clients whilst administering client accounts efficiently

Supportive team and flexible work environment

Perpetual Group is an ASX-listed company (ASX : PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses : Asset Management, Wealth Management and Corporate Trust.

The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.

As a Senior Relationship Manager, Health and Personal Injury the role will focus on making financial decisions for people who cannot do so for themselves due to catastrophic injury

About the Role :

Develop a thorough understanding of the needs and circumstances of clients so that client needs are effectively managed

Ensure all client correspondence (phone and email) is responded to in a timely and effective manner. Monitor and manage the book of client accounts and ensure awareness of compliance following controls (e.g. overdrawn accounts, uninvested funds)

Work collaboratively with specialist teams to support the service delivery and client experience, including : Advisers, Investment Specialists, Tax specialists, Property and Operations team, and Paraplanners

Actively help your team to resolve complex matters in a timely manner before they are escalated to the State Manager

Manage workload and service milestones in order to achieve timely and quality outcomes for clients

Make decisions on behalf of clients, acting as a fiduciary and being able to communicate these decisions to clients

Review book of accounts to ensure the portfolio model and fee structures are appropriate and correct

Achieve referrals and retention opportunities through active client management and engagement

We’re looking for someone with :

Minimum of 5 years’ experience in a role where you have managed client relationships.

Experience working in a client centric business environment

Knowledge of fiduciary relationships

Sound problem solving and decision-making skills

Strong client and stakeholder (internal & external) management skills

Sound communication skills (written and verbal)

Influencing, negotiating and decision-making skills

How we work

Our 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.

Employee benefits

Work from anywhere in Australia for up to one month each year

An annual allowance to empower you to prioritise your personal wellbeing

Study support and commitment to supporting professional development

Diversity and inclusion

Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy

A growing number of employee-led networks who work to raise awareness and drive continued change

We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People

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.