Client Manager, Responsible Entity Services – Perpetual Corporate Trust

• Work in brand‑new, state‑of‑the‑art offices in the heart of Sydney’s CBD

• Salary Package Range:  $99,0000 - $133,000.00 AUD Annual

• Be part of a brand recognised as Trustee of the Year for ten consecutive years

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.  

We’re seeking a Client Manager to join our Responsible Entity (RE) Services Team. This role is ideal for someone who thrives in a dynamic environment, enjoys building strong client relationships, and is passionate about delivering high-quality, compliant service to Investment Managers.

PCT is a market leader in fiduciary, custody, and digital solutions, with a strong presence in Australia and Singapore.   We offer a unique suite of products designed to help our clients and the broader financial industry operate more effectively, efficiently, and securely. Our solutions address growing cybersecurity challenges while ensuring robust compliance. Domestic and global financial institutions rely on our corporate strength, commercial acumen, and deep expertise across debt markets, managed funds, and digital platforms. At PCT, we’re committed to service excellence and enabling client success through innovation and integrity.

Key Responsibilities

• Manage general client relationships and enquiries, acting as a key contact for Investment Managers and service providers.

• Coordinate client operational meetings, service provider meetings and relevant activity across Responsible Entity Services pods.

• Conduct ongoing fee reviews and support the management of TIA agreements.

• Manage platform agreements, loan documents, application documents and related agreements to support client and fund requirements.

• Support listed investment requirements, including fund fact sheets and listed obligations.

• Consider income streaming requirements and coordinate relevant documentation and stakeholder input.

• Oversee the preparation and delivery of periodic and exit statements in line with client, fund and regulatory obligations.

About you

We’re interested in hearing from people who have:

• Tertiary qualifications in law, business, accounting or other similar discipline

• Have worked in financial services for at least 3 years

• Ideally 2+ years in an outsourced Responsible Entity model

• Strong knowledge of the managed funds industry and operational experience (custody, administration, registry, audit, investment operations) relating to managed investment schemes is highly regarded.

• Strong relationship management skills.

We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.

How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve. We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

Employee benefits

• Work from anywhere in Australia for up to one month each year

• An annual allowance to empower you to prioritise your personal wellbeing

• Study support and commitment to supporting professional development