Senior Relationship Manager- Compensation Trusts
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Job Location:
Monthly Salary:
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
Following the merger of MyState and Auswide Bank were proud to be part of a united financial services group MyState Bank Auswide Bank SelfCo and TPT Wealth dedicated to delivering exceptional banking experiences and helping Australians achieve more.
We believe in creating an environment where everyone feels valued respected and empowered to do their best work.
The Opportunity
Were seeking an experienced Senior Relationship Manager to play a pivotal role in expanding our Trustee Services division into mainland Australia. Based in Sydney youll build a portfolio of Compensation Trust clients and deliver outstanding service to beneficiaries of high-value trusts and clients subject to Administration Orders. As a senior member of the Trustee Team youll also mentor and upskill junior team members in trust management.
Your Impact
- Develop and grow Compensation Trust referrals through strong relationships with plaintiff law firms and financial planners.
- Manage new Compensation Trusts appointed by the court and oversee a small book of trust and administration order clients.
- Maintain relationships with oversight bodies such as NSW Trustee & Guardian property managers case managers and specialist equity solicitors.
- Provide technical assistance to colleagues and support the GM Wealth Management in executing TPTs growth strategy.
- Drive process improvement and modernization initiatives to enhance efficiency and client experience.
What You Bring
- Relevant tertiary or postgraduate qualifications and/or 10 years in senior trust management roles.
- Strong understanding of risk and compliance in trustee services.
- Proven experience in business development and relationship management.
- Demonstrated success in productivity improvement and operational excellence.
- Exceptional stakeholder engagement and communication skills.
Why Youll Love Working Here
- Be part of a trusted brand with deep roots in Tasmania and an exciting growth strategy for mainland Australia.
- A collaborative inclusive culture where your expertise shapes our future.
- Career pathways across our group including banking lending and wealth management.
- Ongoing professional development through face-to-face and digital learning.
- Competitive salary employee benefits and the chance to make a meaningful impact.
Ready to Join Us
Apply now and help us deliver exceptional trust management services in Sydney. For questions reach out to .
Employment with MyState Limited is subject to background checks including Bankruptcy Police and Credit checks to verify your suitability to work in the finance sector.
Required Experience:
Manager
Key Skills
- Business Development
- Portfolio Management
- Leadership skills
- Credit Analysis
- Cash Flow Analysis
- Banking
- Relationship Management
- Underwriting
- Financial Analysis
- Customer relationship management
- negotiation
- RMF
About Company
We're a bank that does both numbers & feelings, with smart tech and people that care. Our customers are human and that’s how we treat them.
