Private Client Advisor

1 week ago


Sydney, New South Wales, Australia beBeePrivateClientLawyer Full time $180,000 - $250,000

As a seasoned Private Client Lawyer, you will play a pivotal role in advising high net worth individuals on wealth structuring and estate planning matters.

About the Role
  • You will provide expert guidance on trusts and estates law, administering, restructuring, and terminating trusts as needed.
  • A key responsibility will be to handle probate matters and related applications with precision and attention to detail.
  • In addition, you will act on contentious trust disputes, estate litigation, and cross-border private client matters.
  • Collaboration with trustees, beneficiaries, family offices, executors, wealth managers, and onshore legal teams is crucial to your success in this role.
What We're Looking For
  • 4-8 years PQE in private client law or a closely related field, with experience in trusts and estates administration, restructuring, termination, probate, and disputes.
  • Strong interpersonal and client-management skills are essential, as you will work closely with high net worth individuals and institutional clients.
  • The ability to operate in a cross-border private client environment and collaborate with onshore teams is also vital.
Qualifications and Skills
  • Expertise in trusts and estates law, including administration, restructuring, termination, probate, and disputes.
  • Proven ability to work effectively with high net worth individuals and institutional clients.
  • Cross-border private client experience is highly desirable.


  • Sydney, New South Wales, Australia Tiffany & Co Full time

    About Tiffany & Co.Since 1837, the masterpieces of Tiffany & Co. have defined style and celebrated the world's great love stories. From our products to our people, we have a long and proud tradition of ensuring we have the highest standards of quality. These standards have made Tiffany & Co. one of the world's most recognizable luxury brands with close to...


  • Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Advisor role at Macquarie Group1 week ago Be among the first 25 applicants Join to apply for the Private Wealth Advisor role at Macquarie Group We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in...


  • Sydney, New South Wales, Australia B & K Consulting Full time

    Our clients is a leading boutique financial firm that offers wealth management, corporate advisory and financial planning services and is in real growth mode. They are looking for a private client adviser/s to join their Sydney CBD based team and work with predominantly High Net Worth clients. You will both inherit existing clients and grow your client book...


  • Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Advisor role at Macquarie Group1 week ago Be among the first 25 applicantsJoin to apply for the Private Wealth Advisor role at Macquarie GroupWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in...


  • Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Advisor role at Macquarie Group1 week ago Be among the first 25 applicantsJoin to apply for the Private Wealth Advisor role at Macquarie GroupWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in...


  • Sydney, New South Wales, Australia Fisher Investments Full time

    Calling all wealth advisors looking for a role 100% focused on business developmentAs a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring high-net-worth wholesale clients.Qualified lead flow is provided with no need for cold calling.FIA is a subsidiaryof Fisher Investments, which is a privately held...


  • Sydney, New South Wales, Australia Fisher Investments Full time

    Calling all wealth advisors looking for a role 100% focused on business developmentAs a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring high-net-worth wholesale clients.Qualified lead flow is provided with no need for cold calling.FIA is a subsidiaryof Fisher Investments, which is a privately held...


  • Sydney, New South Wales, Australia beBeePrivate Full time

    Private Tax Advisor RoleWe are seeking a skilled Private Tax Advisor to join our Sydney-based team. As a key member of the Private Tax & Advisory group, you will play a vital role in providing expert tax and accounting services to high net worth individuals and families.Key Responsibilities:Prepare and review financial statements and tax returns for trusts,...

  • Client Advisor

    2 days ago


    Sydney, New South Wales, Australia Bulgari Full time

    Position**About The Opportunities**Our Client Advisors provide a warm, memorable and luxurious shopping experience for all clients whilst maintaining a strong team spirit.Whilst retail experience is helpful, it's certainly not a requirement If you come armed with qualities such as humility, empathy, resilience and curiosity, we can support you with the...


  • Sydney, New South Wales, Australia beBeeTaxSpecialist Full time $80,000 - $110,000

    A rare opportunity has arisen for a skilled and ambitious lawyer to spearhead our Private Client & Tax practice. You will be responsible for continuing to service and grow a portfolio of clients on day one, working closely with ultra high-net-worth individuals, family groups, family offices, and business owners on complex tax, structuring, estate planning,...