Client Manager, Wholesale Trustee – Perpetual Corporate Trust
Core
Manage a diverse portfolio of wholesale trustee clients, supporting their relationship, operational, and regulatory needs to drive business growth and profitability.
Role type
Senior Client Manager, Wholesale Trustee
Builds
Wholesale Trustee business services for domestic and global financial institutions
Domain
Financial Services / Corporate Trust / Managed Funds
Deliverable
client delivery
Required skills
client relationship management, managed funds operations, regulatory compliance, process management, financial operations, transaction document review, billing and accruals management
Preferred skills
governance and compliance expertise, digital solutions knowledge, negotiation skills
Responsibilities
Manage client relationships and lead regular meetings, coordinate onboarding and offboarding of trusts, review transaction documents and deeds, oversee regulatory obligations and financial reporting, monitor service providers and compliance information, present at Board and Compliance Committee meetings, manage billing and debtor positions.
Seniority
Senior, hands-on IC