Chief Family Wealth Strategist

7 days ago

Sydney, New South Wales, Australia beBeeFamilyOfficeStrategist Full time $120,000 - $160,000

Establish a high-performing Family Office advisory service that drives growth and client satisfaction.

About the Role:
  • Develop strategic plans to expand our Family Office offerings, leveraging expertise in compliance and regulatory requirements.
  • Provide tailored superannuation advice to family wealth structures, enhancing client trust and confidence.
  • Promote operational efficiency to facilitate deeper advisory conversations with clients.
  • Present complex information to clients with clarity and confidence, ensuring understanding and buy-in.

A successful candidate will have a strong track record of building effective teams and driving business growth through strategic leadership and results-driven initiatives.

Requirements:
  • Motivation by impact, proactivity, and resilience.
  • Owning projects, working hard, and taking initiative in environments where it's valued.
  • Excitement about creating something new and innovative.
  • Client obsession – always thinking ahead to deliver value and insight.
The Ideal Candidate:
  • Strong leadership skills to drive team performance.
  • Ability to think strategically and make informed decisions.
  • Excellent communication and interpersonal skills.
  • Passion for delivering exceptional client experiences.

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