Family Office Advisory Professional

7 days ago

Sydney, New South Wales, Australia beBeeadvisory Full time $180,000 - $200,000
Family Office Advisory Role

Seeking a seasoned professional to develop and grow advisory services, focusing on family wealth structures and superannuation advice. This leadership opportunity requires the ability to drive compliance efficiencies, facilitating in-depth advisory conversations.

Presentation skills are crucial for translating complex information into clear, concise explanations for clients. Collaboration across teams is essential for delivering consistent, high-quality client experiences.

This role contributes to our purpose of caring for people, clients, and communities, supporting them to thrive in a dynamic and rewarding environment.

Key Responsibilities:
  • Advisory Service Development: Develop and grow advisory services to meet client needs, with a focus on family wealth structures and superannuation advice.
  • Compliance Efficiency: Drive compliance efficiencies to enable deeper advisory conversations.

Required Skills:

  • Familiarity with financial planning principles.
  • Ability to communicate complex ideas clearly.
  • Strong analytical and problem-solving skills.

Benefits:

  • A dynamic work environment that values collaboration and open communication.
  • The opportunity to make a meaningful impact in the lives of clients and their families.

About Us:

  • We prioritize the well-being and growth of our team members.
  • We strive to deliver exceptional client experiences through teamwork and expertise.

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