Senior Family Office Advisory Expert

6 days ago

Sydney, New South Wales, Australia beBeeCompliance Full time $180,000 - $250,000
Job Summary:

The role is ideal for a results-driven individual who thrives on challenge, is passionate about exceptional client service, and is ready to transform compliance into proactive advisory.

Main Responsibilities:
  • Leverage expertise to drive the development and growth of family office advisory services.
  • Provide tailored superannuation advice aligned with family wealth structures.
  • Promote efficiency across compliance workflows to enable in-depth advisory conversations.
  • Present confidently and credibly to clients, conveying complex ideas in a clear manner.
  • Collaborate nationally to deliver consistent, high-quality client experiences.
  • Champion a client-centric mindset—anticipating needs before questions are asked.
Requirements:
  • Ambitious, proactive, and resilient - driven by impact.
  • Takes ownership, completes challenging tasks, and excels in environments where initiative is valued.
  • Excited by opportunities to build something new.
  • Client-obsessed, always thinking ahead to deliver value and insight.

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