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Expert Financial Strategist
2 weeks ago
We are seeking a highly skilled professional to lead our Private Wealth team in Melbourne.
About the RoleThe successful candidate will possess expertise in tax compliance, strategic planning and complex financial analysis. You will work closely with clients to understand their commercial objectives and design tailored solutions to meet their needs.
Key Responsibilities:- Provide advice on investments and business assets
- Assist clients with complex tax compliance issues
- Design and implement structures that align with client commercial objectives
- Liaise with key stakeholders and represent clients during engagements
- Support families with estate planning and wealth transfer
You will be part of a high-performing and diverse team working with iconic businesses and contributing to the growth and development of our clients' wealth.
BenefitsThis is an excellent opportunity for you to develop your skills and expertise while delivering exceptional results to our clients.
