Client Relationship Manager - Community Trusts
Core
Represent Equity Trustees as Trustee across a portfolio of Native Title and community trusts, building trusted relationships with First Nations communities and advisory groups while supporting governance and administration.
Role type
Client Relationship Manager (Trustee)
Builds
Native Title and community trust portfolios
Domain
Financial services / Trust administration / Indigenous community engagement
Deliverable
client delivery
Required skills
financial acumen, stakeholder relationship management, complex communication, cultural awareness, governance support, process improvement
Preferred skills
background in financial services, banking, wealth management, or community-focused roles
Responsibilities
Build and maintain strong relationships with clients and communities; Represent the company at meetings and AGMs; Present and explain trust financial information; Support trust decision-making and governance; Coordinate trust administration and compliance; Identify opportunities to improve service delivery