Executive Director, Family Office Advisory

7 days ago


Sydney, New South Wales, Australia beBeeStrategic Full time $140,000 - $180,000
Family Office Leadership Opportunity

This role is ideal for a self-driven and career-motivated professional who thrives on challenge and is passionate about delivering exceptional client service. The successful candidate will be instrumental in driving efficiencies across compliance workflows to unlock capacity for strategic client engagement.

  • Lead the development and growth of our Family Office advisory services, fostering strong relationships with clients and leveraging expertise to drive business outcomes.
  • Provide tailored superannuation advice that aligns with family wealth structures, ensuring seamless transitions and optimal financial solutions.
  • Drive continuous improvement initiatives to enhance compliance efficiency, empowering deeper advisory conversations and better client experiences.
  • Present confidently and credibly to clients, distilling complex information into clear, actionable insights.
  • Collaborate nationally to deliver consistent, high-quality client experiences that exceed expectations.
  • Embody a client-first mindset, anticipating needs before they arise and providing proactive support throughout the client journey.

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