Family Office Executive

4 days ago

Sydney, New South Wales, Australia Mutual Trust Pty Ltd Full time $120,000 - $180,000 per year

Family Office – Senior Manager / Director (Sydney)

Create generational impact with Australia's leading Multi-Family Office.

We're expanding our presence in Sydney and are looking for an experienced family office professional with
deep, long-standing relationships across the Sydney market.

The Opportunity

Play a key role in shaping the financial futures of high-net-worth families across multiple generations. You'll integrate our Family Office services, Family Strategy, Intergenerational Planning, Governance and Education, into tailored solutions for each family. With a focus on business development, client relationships and holistic advice, this role offers career progression while contributing to the growth and success of our clients and the firm.

What You'll Do

  • Lead the integration of family strategy, intergenerational planning, governance and education to deliver comprehensive and holistic solutions for clients.
  • Drive targeted business development in the Sydney market, build a high-quality pipeline aligned to Mutual Trust's Family Office services.
  • Apply your accounting and tax knowledge to support clients in achieving their long-term financial and non-financial goals.
  • Manage client relationships by providing proactive and tailored Family Office services, ensuring excellent service delivery.
  • Collaborate with internal and external advisors to build integrated, multi-disciplinary teams that meet the unique needs of each family.
  • Continuously enhance the client experience, fostering long-term partnerships.

About You

You bring 7+ years' experience in a family office environment with a strong track record of achieving successful outcomes for clients. You:

  • Are a
    Sydney market insider
    who has built and maintained strong Sydney networks (UHNW families, private client advisers, lawyers, accountants, MFO/SFO peers) and know how to activate them.
  • Can design and implement governance frameworks and family charters.
  • Hold a tertiary degree in Accounting, Business, Commerce, Legal or Financial Planning, with a post-graduate qualification from a relevant accounting industry body (e.g. CA or CPA designation).
  • Possess strong analytical capabilities and excellent communication skills, both verbal and written.
  • Demonstrate exceptional problem-solving skills and are highly service-oriented.
  • Have a high emotional intelligence (EQ), enabling you to build trust and rapport with clients while navigating complex family dynamics.
  • Thrive in a client-focused environment, managing multiple portfolios and providing integrated, multidisciplinary advice.

Why Join Us

Joining Mutual Trust offers you the opportunity to enjoy:

  • Supportive, family friendly, flexible work arrangements.
  • Recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).
  • Winner of the Euromoney Private Banking Awards Australia's Best for Family Office Services.
  • Professional training and development for staff of all levels.
  • Yearly health and well-being allowance and ongoing activities.
  • Employee assistance program that offers free counselling and support for you and your family.
  • Annual performance payment (based on your performance and Firm-wide results).
  • Paid community / volunteer days and an award-winning staff giving program.
  • Reward and Recognition program.
  • Ongoing staff entertainment.

About Us

Mutual Trust is a modern Multi-Family Office which provides integrated wealth services to some of Australia's most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.

About Our Team

Mutual Trust has over 220 staff, located across our offices in Sydney, Melbourne, Perth and Adelaide. Our team enjoys a fun and engaging culture. We have diverse roles and opportunities across family office, wealth management, accounting, tax, agri-business, trustee and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and P&C professionals.

Apply Now

Apply now or if you would like more information on this role, please call Kate Farmer on for a confidential conversation.

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