Relationship Manager | Fund Services
MUFG Pension & Market Services · Australia
Sydney or Melbourne | Full-Time
Lead key client relationships across Fund Services.
MUFG Pension & Market Services is seeking an experienced Relationship Manager to manage a portfolio of key clients across our Fund Solutions business.
This is a senior client-facing role for a Fund Services professional who combines strong industry knowledge with commercial acumen, relationship management and the ability to navigate complex client and stakeholder environments.
You'll bring experience across Fund Administration, Custody and Transfer Agency, with the confidence to lead senior client discussions, manage complex issues, negotiate service arrangements and identify opportunities to grow and strengthen client relationships.
About the Role
You'll take end-to-end ownership of key client relationships, working closely with Client Service Managers, Operations, Transition, Technology and other internal teams to deliver high-quality outcomes for clients.
Key responsibilities include:
- Manage a portfolio of strategic Fund Services client relationships.
- Act as a senior point of contact and escalation for complex client matters.
- Build trusted relationships with senior client stakeholders and understand their business needs.
- Lead client service reviews and strategic client discussions.
- Manage client expectations and ensure services are delivered against agreed SLAs, KPIs and contracts.
- Lead negotiations relating to contracts, SLAs, fee schedules and service arrangements.
- Partner with internal teams to resolve issues and deliver client initiatives effectively.
- Identify opportunities for additional services, new mandates and revenue growth.
- Monitor client profitability and develop a strong understanding of revenue and servicing costs.
- Provide reporting and insights to senior stakeholders on client engagement and service delivery.
- Identify opportunities for process improvement and contribute to strategic projects and initiatives.
- Coach and support colleagues, contributing to a strong client service culture.
What You'll Bring
We're looking for an experienced Fund Services professional with strong commercial and relationship management capability.
You'll bring:
- Significant experience in Fund Services, with a strong understanding of Fund Administration, Custody and Transfer Agency.
- Proven experience managing complex client relationships within financial services.
- Strong commercial acumen, including experience with fees, contracts, SLAs and client profitability.
- Excellent negotiation, communication and presentation skills.
- Strong stakeholder management skills and the ability to work effectively across multiple business units.
- A solutions-focused approach, with the ability to take ownership of complex issues and drive them through to resolution.
- Strong understanding of financial markets and Fund Services products and solutions.
- Leadership capability, including experience coaching or mentoring others.
- Strong business awareness and the ability to understand both client and organisational priorities.
- A proactive, adaptable and collaborative approach, with the ability to operate effectively in a changing environment.
A tertiary qualification in Business, Finance, Accounting, Commerce, Financial Markets or a related discipline is preferred.
Why Join MUFG Pension & Market Services?
Join a global financial services organisation and specialist Fund Solutions business, working with a diverse portfolio of clients and stakeholders.
You'll have the opportunity to combine your Fund Services expertise, commercial capability and client leadership in a role with broad exposure across the business.
We offer:
- Sydney or Melbourne location.
- Hybrid working model.
- Exposure to key Fund Services clients and strategic initiatives.
- Paid parental leave.
- Salary sacrificing via superannuation.
- Employee discounts, including health insurance.
- Volunteer and Wellbeing Leave.
- Learning and career development opportunities.
What’s it like to work here?
We’re proud to have created a supportive and inclusive environment that values diversity, flexibility and blended working. We’re open and transparent and genuinely value the health and wellbeing of our people.
Joining MUFG Pension & Market Services means becoming part of an organisation that supports continuous learning and development, providing opportunities to build your expertise and progress your career.
Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.
A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.
Provide end to end client relationship management across MUFG Pension & Market Services (MPMS) Fund Solution’s wide client base. Build deep relationships with our client as you know your clients, understand the products and solutions we deliver while retaining and growing your allocated clients. A strategic mindset, strong communication and interpersonal skills and a sales drive are key success factors for this role. Ultimately responsible for the premium delivery of services to clients including managing client expectations, fee discussions, and negotiating service level agreements, account planning, cross-selling and strategic initiatives. Where necessary, supporting new sales activities working alongside all other business lines within MPMS. This includes understanding the other MPMS businesses to drive cross sales opportunities.