Senior Relationship Manager- Compensation Trusts

Following the merger of MyState and Auswide Bank, we’re proud to be part of a united financial services group — MyState Bank, Auswide Bank, SelfCo, and TPT Wealth — dedicated to delivering exceptional banking experiences and helping Australians achieve more.

We believe in creating an environment where everyone feels valued, respected, and empowered to do their best work.

The Opportunity

We’re seeking an experienced Senior Relationship Manager to play a pivotal role in expanding our Trustee Services division into mainland Australia. Based in Sydney, you’ll build a portfolio of Compensation Trust clients and deliver outstanding service to beneficiaries of high-value trusts and clients subject to Administration Orders. As a senior member of the Trustee Team, you’ll also mentor and upskill junior team members in trust management.

Your Impact

• Develop and grow Compensation Trust referrals through strong relationships with plaintiff law firms and financial planners.
• Manage new Compensation Trusts appointed by the court and oversee a small book of trust and administration order clients.
• Maintain relationships with oversight bodies such as NSW Trustee & Guardian, property managers, case managers, and specialist equity solicitors.
• Provide technical assistance to colleagues and support the GM Wealth Management in executing TPT’s growth strategy.
• Drive process improvement and modernization initiatives to enhance efficiency and client experience.

What You Bring

• Relevant tertiary or postgraduate qualifications and/or 10+ years in senior trust management roles.
• Strong understanding of risk and compliance in trustee services.
• Proven experience in business development and relationship management.
• Demonstrated success in productivity improvement and operational excellence.
• Exceptional stakeholder engagement and communication skills.

Why You’ll Love Working Here

• Be part of a trusted brand with deep roots in Tasmania and an exciting growth strategy for mainland Australia.
• A collaborative, inclusive culture where your expertise shapes our future.
• Career pathways across our group, including banking, lending, and wealth management.
• Ongoing professional development through face-to-face and digital learning.
• Competitive salary, employee benefits, and the chance to make a meaningful impact.

Ready to Join Us?

Apply now and help us deliver exceptional trust management services in Sydney. For questions, reach out to talent@mystate.com.au.

Employment with MyState Limited is subject to background checks including Bankruptcy, Police, and Credit checks to verify your suitability to work in the finance sector.