Family Office Advisory Leader

1 week ago

Sydney, New South Wales, Australia beBeeSenior Full time $120,000 - $160,000
Senior Manager Opportunity

This role offers a unique chance to lead and grow our family office division, focusing on superannuation strategy and advisory.

The ideal candidate thrives on challenge, is passionate about client service, and transforms compliance into proactive advisory.

Driving efficiencies in compliance workflows will unlock capacity for strategic client engagement.

Superannuation is crucial to delivering meaningful outcomes for clients, and expertise in this area is essential.

  • Develop and grow our Family Office advisory services.
  • Provide strategic superannuation advice tailored to family wealth structures.
  • Drive compliance efficiency to enable deeper advisory conversations.
  • Present complex information to clients clearly and concisely.
  • Collaborate nationally to deliver consistent, high-quality client experiences.

Ambitious, proactive, and resilient individuals motivated by impact take ownership, do hard work, and thrive in environments rewarding initiative. They are excited to build something new and client-obsessed, thinking ahead to deliver value and insight.

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