_{07th April, 2026}

Reporting to the Senior Manager, Custody - Sydney, the Relationship Manager, Custody & Real Assets plays a key role within our Corporate and Specialist Trustee Services (CSTS) business. You will manage a diverse portfolio of debenture, listed note, and private asset custody appointments, acting as a primary point of contact for clients and representing Equity Trustees to the market.
 
This role combines strong client relationship management with hands-on operational delivery in a highly regulated environment. You'll work closely with internal stakeholders, service providers, and clients to ensure onboarding, ongoing administration, and compliance obligations are met accurately and efficiently.
You'll join a collaborative, high-performing team with opportunities to deepen your technical knowledge, contribute to process improvement, and deliver exceptional client outcomes aligned with Equity Trustees' values.
 
About the Role

• Manage a book of debentures, listed notes, and private asset (equity and credit) custody appointments.
• Build and maintain strong client relationships, delivering a responsive and high-quality client experience.
• Assist with onboarding new clients, including participation in new business calls and negotiation of appointment documentation.
• Administer day-to-day client activities, including reviewing reports, approving payments, executing documents, and overseeing trustee contractual obligations.
• Ensure all onboarding and operational processes are delivered in line with Equity Trustees' frameworks and service level agreements.
• Prepare documents for execution and diligently carry out client instructions, ensuring appropriate authorisations and controls are in place.
• Coordinate asset and document safekeeping and provide ongoing client reporting. Liaise with internal teams and external stakeholders to resolve queries and maintain service standards.
• Assist with projects and ad hoc client requests as required.
• Contribute to a high-performing team culture and build relationships with service providers and intermediaries.
• Participate in regulatory obligations, internal control testing, and ensure compliance with legislative and internal frameworks.
• Maintain awareness of relevant legislative and regulatory changes, including Corporations Act requirements.

What You Need

• Demonstrable working knowledge of debentures and listed notes legal requirements, including Chapter 2L of the Corporations Act.
• At least 5 years' experience in corporate trust, custody, or debt capital markets roles. Strong stakeholder management and relationship-building skills.
• Excellent organisational and time management capability with the ability to manage multiple priorities.
• A client-focused mindset with a proactive and flexible approach to work.
• A genuine interest in understanding business models, asset structures, and associated risks.
• Continuous improvement mindset and attention to detail.
• Proficiency in Microsoft Office; experience with Salesforce and NavOne highly regarded.
• Tertiary qualifications in Business, Accounting, Finance, Economics, or Law (mandatory).

 
What We Offer

• A warm, open, and supportive culture
• An attractive remuneration package, including reward and recognition programs
• An employee wellness program, with discounted health insurance and an Employee Assistance Program
• A workplace volunteering and giving program supporting community impact
• Recognition as one of the Top 30 Best Workplaces to Giveback 2025
• Discounted tax and estate planning services
• 16 weeks paid parental leave for the primary carer
• Central CBD location, modern office fit‑out, and high‑quality end‑of‑trip facilities
• Flexible/hybrid working environment

 
About Us
 
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help clients grow, manage and protect their wealth now and into the future. As a trustee, we are committed to acting in our clients' best interests, ensuring they feel safe, valued and supported.

We are proud to offer a workplace that is flexible, rewarding and focused on professional growth. Just as you will contribute to our success, we will support your career development and long‑term aspirations.

Equity Trustees is over 145 years strong - and growing. Apply now to join a leading contemporary trustee company.

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