Relationship/ Trust Manager
About the job
This job is about joining the Trust Management team at Perpetual Group, where you will ensure clients receive exceptional service in managing their Trust accounts. Your contributions will have a significant impact on client satisfaction and compliance. The team thrives on collaboration, innovation, and a commitment to excellence.
You'll be responsible for
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Understanding client needs
Building a thorough understanding of the needs and circumstances of clients to effectively manage their needs.📊
Monitoring accounts
Monitoring and managing the book of accounts, ensuring compliance with governing documents and regulations.🤝
Collaborating with teams
Working collaboratively with specialist teams to support service delivery and enhance client experience.What we're looking for
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2+ years in financial services
Experience in Trustee, Financial Services, or Legal environments.View
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Client-centric experience
Demonstrated experience in a client-focused business environment.View
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Fiduciary knowledge
Understanding of fiduciary responsibilities and obligations.View
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