As the General Manager of Business and Client Assurance at Equity Trustees, Eric Bylsma brings over two decades of extensive experience in the financial services sector, particularly within Private Wealth Services and Asset Management. His multifaceted expertise encompasses roles such as Client Relationship Manager, Private...
As the General Manager of Business and Client Assurance at Equity Trustees, Eric Bylsma brings over two decades of extensive experience in the financial services sector, particularly within Private Wealth Services and Asset Management. His multifaceted expertise encompasses roles such as Client Relationship Manager, Private Client Adviser, and Risk/Governance Project Manager, equipping him with a comprehensive understanding of the industry's intricacies. In his current role, Eric is pivotal in delivering first-line defense activities, ensuring that the Trustee and Wealth Services business unit adheres to its Australian Financial Services License (AFSL) and Trustee License obligations.
Eric's responsibilities include overseeing the governance framework, risk matrix, and control measures that safeguard the integrity of client interactions and service delivery. He leads the Incidents & Complaints Committees, ensuring that any issues are addressed promptly and effectively, thereby enhancing client trust and satisfaction. His commitment to staff training further strengthens the organization's compliance culture, empowering employees to uphold the highest standards of risk management and governance.
In addition to his regulatory oversight, Eric is deeply involved in key projects that aim to enhance operational efficiencies and client engagement strategies. His proficiency in wealth management, estate planning, and financial advisory services positions him as a trusted leader in navigating complex client needs. With strong interpersonal communication abilities and a keen analytical mindset, Eric is dedicated to fostering a culture of excellence at Equity Trustees, ensuring that clients receive tailored solutions that align with their financial aspirations.
