Private Clients Division Head

1 week ago

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

Role Summary:

We are seeking a seasoned professional to lead our private clients division. As a Director or Partner, you will be responsible for delivering high-quality business advisory, strategic, and planning services to our esteemed client base.

The ideal candidate will have approximately 12-15+ years of experience servicing ultra-high net worth individuals, large privately owned businesses, and small listed companies.

The role involves an interesting mix of business advisory, CFO advisory & outsourcing, tax compliance services across key industry sectors.

A strong client network is highly regarded, with the ability to develop and maintain relationships through proactive relationship-building and exceptional customer service.

  • Main Responsibilities:
  • Deliver high-quality business advisory, strategic, and planning services to clients.
  • Develop and maintain a strong client network through proactive relationship-building and exceptional customer service.
  • Collaborate with cross-functional teams to drive business growth and profitability.
  • Stay up-to-date with industry trends and developments to provide informed advice to clients.
  • Mentor and develop junior team members to ensure the continued success of the team.

Key Qualifications:

  • Approximately 12-15+ years of experience in private wealth management or a related field.
  • Strong understanding of business advisory, CFO advisory, and tax compliance services.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain strong client relationships.
  • Proven track record of delivering high-quality results in a fast-paced environment.

What We Offer:

  • A collaborative culture with a high-performing team.
  • Flexible working arrangements.
  • A remuneration package subject to experience and performance.

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