Leading Private Wealth Advisor

5 days ago

Brisbane, Queensland, Australia beBeeProfessional Full time $180,000 - $210,000
Unlock New Career Opportunities for Professional Growth

As a Senior Manager in our Private Wealth team, you will have the opportunity to take on new challenges and contribute to exciting projects in a dynamic environment.


About Our Role

We are seeking a top professional who brings their purpose to life by working with clients throughout their entire business lifecycle. From supporting growing privately owned businesses, entrepreneurs, and start-ups to estate and succession planning, wealth preservation, and more, we provide holistic solutions that ensure our clients can grow and protect their businesses and wealth with confidence.


Key Responsibilities
  • Advising high net worth individuals/families, businesses, and their owners on technical topics such as restructuring, capital gains tax, Division 7A, and trust losses
  • Providing compliance, planning, and advisory services for large client groups with multiple types of entities, including trusts, companies, partnerships, and individuals
  • Providing family advisory services, including succession and estate planning
  • Liaising with regulatory bodies in relation to key programs
  • Applying your knowledge and experience to clients across all sectors of the economy

Benefits
  • Flexible work arrangements to suit your lifestyle
  • More opportunities to connect with loved ones, with the ability to work remotely from anywhere in Australia and select international locations
  • Health and lifestyle perks, including a wellness credit and discounted memberships
  • Gender inclusive parental leave policy
  • World-class development opportunities to accelerate your career
  • Strong mentors, meaningful work, and plenty of networking opportunities

Our Commitment to Diversity and Inclusion

We empower our people to use their creativity, authenticity, and differences to be champions of change and challenge our thinking. We believe that diverse perspectives are necessary for solving complex problems and fostering an inclusive environment.

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