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Private Client Advisory Expert

3 weeks ago

Newcastlemaitland, Australia beBeeLeadership Full time $180,000 - $200,000
Private Client Advisory Expert

We are seeking a seasoned professional to join our National Private Client Advisory Team. As part of our dynamic and inclusive environment, you will have the opportunity to work with individuals and businesses navigating life's complexities.

Key Responsibilities:
  • Advise high net worth individuals and families on estate and succession planning strategies.
  • Lead the growth of our private client offering in the North East by collaborating with colleagues in the National Private Client team.

As a specialist in Private Client matters, you will provide expertise in complex wills, lifetime trusts, deeds of variation, powers of attorney, and estate administration. You will also advise on lifetime IHT planning and taxation of trusts and estates.

With strong leadership abilities, you will lead and manage teams/juniors while maintaining established client relationships within the North East market.

Requirements:
  • Technically strong in Private Client matters.
  • STEP qualified.
  • Able to demonstrate strong financial disciplines and collaboration skills.

Working collaboratively with other teams and external professionals, you will contribute to achieving business development goals and drive success in this exciting opportunity.