Job Description
A rare opportunity as a Senior Trust Manager has arisen due to an internal promotion.
More Time Off for What Matters: Enjoy up to 6 weeks of leave.
Flexible Work Environment: Work where we work best – whether in the office or from home.
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 Trust Manager in the Health and Personal Injury Team, you will be making financial decisions for people who cannot do so for themselves due to catastrophic injury or lack of capacity.
The purpose of the role is to make sound financial decisions and foster deep, lifelong relationships with clients and their support network, whilst administering client accounts efficiently and in line with business and compliance guidelines
About the Role
Develop a thorough understanding of the needs and circumstances of clients so that client needs are effectively managed
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
Manage workload and service milestones in order to achieve timely and quality outcomes for clients
Achieve referrals and retention opportunities through active client management and engagement
About You
We’re looking for someone with:
Minimum of 5 years’ experience in a role where you have managed client relationships. Working in a Trustee, Health Care Services, Financial Services or Legal environment is desirable, but not essential
Experience working in a client centric business environment
Sound problem solving and decision-making skills
Strong client and stakeholder (internal & external) management skills
Sound communication skills (written and verbal)
We provide a structured program to support the technical knowledge required for the role alongside your well-developed skills above.
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.
More Time Off for What Matters: Enjoy up to 6 weeks of leave.
Flexible Work Environment: Work where we work best – whether in the office or from home.
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 Trust Manager in the Health and Personal Injury Team, you will be making financial decisions for people who cannot do so for themselves due to catastrophic injury or lack of capacity.
The purpose of the role is to make sound financial decisions and foster deep, lifelong relationships with clients and their support network, whilst administering client accounts efficiently and in line with business and compliance guidelines
About the Role
Develop a thorough understanding of the needs and circumstances of clients so that client needs are effectively managed
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
Manage workload and service milestones in order to achieve timely and quality outcomes for clients
Achieve referrals and retention opportunities through active client management and engagement
About You
We’re looking for someone with:
Minimum of 5 years’ experience in a role where you have managed client relationships. Working in a Trustee, Health Care Services, Financial Services or Legal environment is desirable, but not essential
Experience working in a client centric business environment
Sound problem solving and decision-making skills
Strong client and stakeholder (internal & external) management skills
Sound communication skills (written and verbal)
We provide a structured program to support the technical knowledge required for the role alongside your well-developed skills above.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Trust Manager, Perpetual Wealth Management position is now open for candidates interested in the Work from home Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.