Job Description
Relationship Manager, Charitable Trusts (5 Month Contract)
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At Equity Trustees, we're passionate about helping our clients create lasting positive impact. Due to an internal secondment, we are seeking a Relationship Manager, Charitable Trusts to join our Philanthropy & Community Trustee Services team. In this role, you'll manage a diverse portfolio of charitable trusts, working closely with co-trustees, advisory boards, community leaders and internal specialists to deliver exceptional governance, investment oversight and philanthropic outcomes.
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This is an exciting opportunity for a relationship-focused professional who combines solid stakeholder management skills with financial services expertise and a genuine passion for the for-purpose sector. You'll play a key role in helping charitable trusts achieve their objectives while ensuring the highest standards of governance, compliance and client service.
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What you'll do:
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Manage a portfolio of charitable trusts, ensuring trustee obligations and trust objectives are delivered.
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Build and maintain strong relationships with co-trustees, advisory panel members, investment managers and sector partners.
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Coordinate governance activities, trustee meetings, reporting and secretariat functions.
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Oversee trust administration, cashflow forecasting and investment review processes.
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Partner with internal teams to deliver exceptional client outcomes and continuous improvement initiatives.
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Represent Equity Trustees at client meetings, industry events and within the philanthropic community.
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Support the delivery of grants and charitable distributions in line with governance and regulatory requirements.
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16th September, ****
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What you'll need to succeed:
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Demonstrated experience in client relationship and stakeholder management, ideally within financial services, wealth management, trustee services,



private banking, family office or the social sector.
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Strong ability to engage, influence and build credibility with senior stakeholders.
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Knowledge of investment markets, managed funds and portfolio construction.
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Experience preparing and reviewing cashflow forecasts. Experience in reading and reviewing performance reports and investment review documentation will also be well regarded.
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Excellent written communication, analytical and organisational skills, with exceptional attention to detail.
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A collaborative approach and continuous improvement mindset.
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Relevant tertiary qualifications. RG146 (or equivalent) will also be well regarded.
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Experience in charitable trusts, philanthropy, law, finance or social impact will be highly regarded.
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What we offer:
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A warm, open, and supportive culture
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An attractive remuneration package, including reward and recognition programs
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An employee wellness program, including discounted health insurance and an employee assistance program
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A workplace volunteering and giving program to enable you to help others in the community
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We are proud to be part of the Top 30 Best Workplaces to Giveback ****
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Discounted tax and estate planning services
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Great central CBD location, modern office fit-out and end-of-trip facilities
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Flexible/Hybrid working environment
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About us - Trusted since ****
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Equity Trustees was established in **** and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our clients' best interests, ensuring they feel safe, valued, and cared for.
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We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

📌 Relationship Manager, Charitable Trusts (5 Month Contract) (Victoria)
🏢 Equity Trustees
📍 Victoria