Establishing Private Wealth Strategies
5 days ago
Private Wealth Opportunities
Job DescriptionWe're looking for a seasoned Manager/Senior Manager to lead our Private Wealth team in shaping its future. The role involves providing expert advice on SMSF-related matters, navigating the evolving superannuation landscape with confidence.
Key Responsibilities- Develop and implement strategies to drive business growth and excellence in client engagement.
- Oversee SMSF administration, ensuring accurate preparation and lodgment of returns, financial statements, and workpapers.
- Collaborate with team members and clients across Australia and globally to resolve complex queries.
- Mentor and train junior team members, sharing knowledge of superannuation and industry best practices.
To be successful in this role, you'll need:
- Expert knowledge of superannuation laws and regulations.
- Strong technical skills, including proficiency in related party transactions.
- Excellent communication and presentation skills.
- Able to work collaboratively as part of a high-performing team.
We offer a range of benefits to support your career growth and well-being:
- Flexible working arrangements to ensure work-life balance.
- Ongoing training and development opportunities.
- A supportive and inclusive work environment.
- Competitive salary and benefits package.
We believe that diversity is essential for driving innovation and success. We're committed to creating an inclusive workplace where everyone feels valued and empowered to contribute their best work.
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