Client Manager, Wholesale Trustee – Perpetual Corporate Trust

Manage a diverse portfolio of wholesale trustee clients
Build specialist experience across governance, compliance and managed funds
Contribute to the growth and profitability of the Wholesale Trustee business
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
Perpetual Corporate Trust (PCT), a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore. We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our clients success.
About the Role
Join Perpetual Corporate Trust’s broader Managed Funds Services business. Manage a portfolio of wholesale trustee clients, supporting their relationship, operational and regulatory needs as part of the Wholesale Trustee team.
You will work closely with clients, internal specialists and external service providers to support strong client outcomes, retention and revenue growth. You will also help the business improve the scalability and profitability of its client portfolio.
Key Responsibilities
Manage client relationships, maintain relationship plans and lead regular client meetings
Coordinate the onboarding of new business and the offboarding of trusts that are winding up
Review transaction documents, deeds and agreements before execution
Oversee regulatory obligations, including year-end financial statements, tax returns and annual distributions
Monitor service providers and maintain compliance information through the Client Connect system
Present at Board and Compliance Committee meetings when required and escalate legal or regulatory concerns
Manage billing, accruals and debtor positions while identifying opportunities to improve portfolio profitability.
About you
We’re interested in hearing from people who have:
A tertiary qualification, ideally in business, accounting, economics or law, or equivalent relevant experience
Around 5 years of experience in financial services, including at least 3 years in financial operations
Strong client and relationship management experience
Strong knowledge of managed funds operations, including custody, fund administration, registry, audit and investment operations
Strong process management skills and close attention to regulatory obligations
The ability to organise competing priorities and deliver accurately under time pressure
Confidence handling challenging client conversations and negotiating with counterparties
A practical, flexible and collaborative approach when working with internal teams and external providers.
We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.
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. 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.
Employee benefits
We’re committed to supporting hybrid working with our philosophy balancing business client and individual needs​ with 2 – 3 + days in modern recently renovated office​
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.