Strategic Family Office Management Professional

1 week ago

Sydney, New South Wales, Australia beBeeProfessional Full time $180,000 - $200,000

Family offices play a vital role in supporting high net worth individuals and families in achieving their financial objectives. This position is ideal for someone who thrives on challenge, is passionate about delivering exceptional client service, and is committed to transforming compliance into proactive advisory.

About the Role

We are seeking a self-driven and career-motivated professional to lead and grow our Family Office division, focusing on superannuation strategy and advisory. This is a unique opportunity to shape a high-impact offering from the ground up, working alongside a national team dedicated to excellence and innovation.

  • Develop and implement effective strategies to drive business growth in the Family Office sector.
  • Provide tailored superannuation advice to family wealth structures, leveraging expertise and market knowledge.
  • Drive efficiency in compliance processes to enable deeper advisory conversations with clients.
  • Presentation skills: present confidently and credibly to clients, distilling complex information into clear insights.
  • Collaboration: work nationally to deliver consistent, high-quality client experiences through collaborative teamwork.

The successful candidate will be ambitious, proactive, and resilient, driven by a passion for making a meaningful impact. They will take ownership, tackle challenges head-on, and thrive in environments where initiative is valued. A client-centric approach is essential, always thinking ahead to deliver value and insight.

Key Responsibilities

This role offers a dynamic opportunity to build a path to leadership, not just follow one. You'll be part of a growth journey where your strategic vision and results will shape your future.

The ideal candidate will be responsible for:

  • Developing and implementing effective business development strategies.
  • Providing expert advice on superannuation and family office matters, driving informed decision-making.
  • Building strong relationships with clients and stakeholders, fostering trust and confidence.

Ambitious and results-driven professionals should consider this exciting opportunity to join our dynamic team and contribute to shaping the future of our Family Office division.

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