Relationship / Trust Manager

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.

An exciting opportunity to be part of the wider Perpetual Wealth Management division and join our Trust Management team.

About the role

• Build a thorough understanding of the needs and circumstances of clients so that their needs are effectively managed.
• Monitor and manage the book of accounts and ensure awareness of compliance (e.g. overdrawn accounts, uninvested funds, Governing Document Reviews including court orders, trust deeds, Wills, and all regular controls).
• Ensure Trust accounts are administered in accordance with governing documents, legislation and company policy on a profitable and commercial basis.
• 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 seek input from Senior members of the team and specialists to resolve complex matters in a timely manner.

About you

We're looking for someone with :

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

Diversity and inclusion

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.

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Perpetual Limited is an employer that values diversity and inclusion. Referrals can increase your chances of interviewing.

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Perth, Western Australia, Australia

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