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In this role, you will manage the investment of fiduciary accounts while ensuring compliance with our Trustee obligations and framework.
  
Your primary focus will be supporting our clients in the Health & Personal Injury segment, providing investment management expertise to both beneficiaries and the Client Relationship Managers who service them.
  
If you have a passion for investments, strong stakeholder management skills, and a commitment to delivering exceptional service, we would love to hear from you!
  
  
Key Responsibilities:

• Develop and oversee investment strategies for fiduciary accounts in adherence to the investment framework that incorporates the Prudent Person Principles.
• Work closely with Client Relationship Managers to maintain strong relationships with beneficiaries and external stakeholders.
• Maintain compliance with relevant legislation and internal policies.

What You’ll Need to Succeed:

• Tertiary qualifications in a finance-related discipline.
• Financial Planning and Certified Financial Planner (CFP) credentials.
• At least 5 years of experience in financial advice or funds management.
• Knowledge of trust law and prudent investment principles.
• Understanding of economic trends and how they impact investments.
• Strong financial modelling skills.
• Strong teamwork and collaboration skills across multiple locations.
• Ability to work effectively with personal injury clients with empathy and professionalism.
• Excellent communication skills, with the ability to explain investment strategies to a wide range of audiences.
• Ability to make confident and independent decisions.

What we offer:

• A warm, open, and supportive culture.
• An attractive remuneration package, including reward and recognition programs.
• An employee wellness program, including discounted health insurance and an employee assistance program.
• A workplace volunteering and giving program to enable you to help others in the community.
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2024.
• Discounted tax and estate planning services.
• 16 weeks paid parental leave for the primary carer.
• Great central CBD location, Modern office fit-out and end-of-trip facilities.
• Flexible/Hybrid working environment.

About Us – Trusted Since 1888
  
Equity Trustees was established in 1888 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 client's best interests, ensuring they feel safe, valued, and cared for.
  
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.
  
Equity Trustees is over 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

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