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Job Title


Client Manager, Wholesale Trustee - Perpetual Corporate Trust


Company : Perpetual Limited


Location : Sydney, Australia


Created : 2025-05-01


Job Type : Full Time


Job Description

Client Manager, Wholesale Trustee - Perpetual Corporate TrustJoin to apply for the Client Manager, Wholesale Trustee - Perpetual Corporate Trust role at Perpetual Limited.OverviewPerpetual Group, listed on the ASX (ASX:PPT) and headquartered in Sydney, comprises 11 leading brands across Asset Management, Wealth Management, and Corporate Trust. This role offers an exciting opportunity within Perpetual Corporate Trust (PCT), a leader in fiduciary, custody, and digital services in Australia and Singapore. PCT provides innovative products to enhance client effectiveness, efficiency, and security, leveraging expertise in debt markets, managed funds, and digital solutions.Role SummaryAs a Client Manager, you will manage client portfolios, build relationships, ensure compliance, and deliver superior client service within the Managed Funds Services division of PCT.Key ResponsibilitiesEnsure service delivery and operational excellence aligned with Perpetual policies.Manage client relationships, including maintaining plans and conducting visits.Oversee timely regulatory lodgements and compliance management.Support onboarding and off-boarding of schemes.Develop relationships with key service providers.Maintain and manage the compliance system, ClientConnect.Present at board and committee meetings as required.Oversee billing and review reports for compliance.Escalate legal or regulatory issues appropriately.Ensure all regulatory lodgements are completed timely.Assist with audits and risk reviews.Candidate ProfileWe''re seeking someone with:At least 5 years'' experience in Financial Services, with 3+ years in financial operations.Strong client management and relationship skills.Knowledge of fund structures and experience in the managed funds industry.Desirable experience in property, banking, accounting, or tax.Excellent time management, negotiation, and attention to detail.Work Culture & BenefitsOur culture is driven by the principles of Stretch, Own it, Make an impact. Benefits include flexible work arrangements, wellbeing allowances, professional development support, and a commitment to diversity and inclusion, including support for First Nations Communities.Additional InformationLevel: Mid-Senior | Type: Full-time | Industry: Financial Services, Funds & Trusts, Investment Management #J-18808-Ljbffr