Senior Private Wealth Manager
2 days ago
We are seeking an experienced manager to shape the future of our private wealth and superannuation team.
You will be responsible for a portfolio of self-managed super funds (SMSFs) for iconic families, high net worth individuals, and private enterprises. This includes providing expert advice on all SMSF-related matters, confidently navigating the evolving superannuation landscape.
- Apply strong technical knowledge in related party transactions and compliance.
- Demonstrate excellent verbal and written communication skills, presenting effectively to industry, internal, and external groups.
- Oversee SMSF administration, ensuring accurate preparation and lodgment of returns, financial statements, and workpapers.
- Collaborate with team members and clients across Australia and globally to resolve complex queries.
In our private wealth superannuation team, your impact will be seen in:
- Leading and streamlining the annual compliance process, fostering an environment of continuous improvement.
- Cultivating and developing a team of superannuation experts, enhancing our collective expertise.
- Working closely with other departments and lines of service within our organization to deliver comprehensive solutions that meet client needs.
- Providing the team and clients with insights into market trends and changes in the superannuation industry.
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