Financial Services Professional

6 days ago

Sydney, New South Wales, Australia beBeeProfessional Full time $180,000 - $280,000

Shaping futures with confidence is our driving force.

A Career of Opportunity

We're seeking a Financial Services Professional to join our team and work closely with diverse clients across various industries. You will be part of a collaborative and entrepreneurial environment where you can innovate and shape your career through comprehensive development programs.

Main Responsibilities
  • Manage a portfolio of growth clients, including privately owned corporate groups, businesses, high net worth families, trusts, and other entities.
  • Oversee financial planning, advisory services, and tax compliance for extensive client groups featuring diverse entity types.
  • Work directly with partners and senior specialists in delivering advice on intricate matters, including restructuring, domestic transactions, capital gains, and specific trust issues.
Requirements
  • Relevant tertiary qualifications in Commerce, Accounting, or Finance.
  • Minimum 5+ years experience providing financial services to corporate entities, high-wealth individuals, and private family groups.
  • Excellent communication and engagement skills, ability to coordinate and manage multiple tasks, and work effectively in a dynamic team.
  • Commitment to sharing expertise to develop junior colleagues.
Benefits of the Role
  • Foster a culture of innovation and collaboration.
  • Enhance your professional growth through tailored development programs.
  • Pursue opportunities for continuous learning and skill enhancement.

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