Family Office Advisory Leader

5 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $190,000

We are currently seeking a highly skilled and ambitious professional to lead our Family Office division.

About this role
  • Develop and grow our Family Office advisory services from the ground up, working alongside a national team committed to excellence and innovation.
  • Provide strategic superannuation advice tailored to family wealth structures, helping families make informed decisions about their financial future.
  • Drive compliance efficiencies to enable deeper advisory conversations with clients, delivering value through proactive guidance.
  • Presentation of complex information in a clear and concise manner to clients, ensuring they understand their options and make informed decisions.
  • Collaborate nationally to deliver consistent, high-quality client experiences, building long-term relationships with clients and their families.
  • Champion a client-first mindset, anticipating needs before questions are asked, and providing exceptional service to meet the unique needs of each family.

This is an ideal opportunity for someone who thrives on challenge, is passionate about client service, and is ready to transform compliance into proactive advisory.

Suitable candidates will be ambitious, proactive, and resilient, motivated by impact and driven to deliver results. They take ownership, do the hard work, and thrive in environments where initiative is rewarded. They are client-obsessed, always thinking ahead to deliver value and insight.

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