Senior Family Office Strategist

1 week ago

Sydney, New South Wales, Australia Bebeestrategic Full time

Family Office Leadership Opportunity
We are seeking an experienced senior manager to lead our Family Office division, focusing on superannuation strategy and advisory.
The ideal candidate will be self-driven, career-motivated, and passionate about delivering exceptional client service. They will have a strong track record of building high-performing teams and driving business growth through strategic leadership and results-driven initiatives.
Key Responsibilities:
Develop and implement strategies to drive the growth of our Family Office advisory services.
Provide tailored superannuation advice to family wealth structures, leveraging expertise in compliance and regulatory requirements.
Drive operational efficiencies to enable deeper advisory conversations with clients.
Presentation skills: confidently and credibly present complex information to clients, ensuring clarity and understanding.
Collaboration: work collaboratively across national teams to deliver consistent, high-quality client experiences.
Client-first mindset: anticipate client needs before questions are asked, demonstrating a genuine commitment to delivering value and insight.
Requirements:
Ambition, proactivity, and resilience—motivated by impact.
Ownership, hard work, and initiative in environments where it's rewarded.
Excitement about building something new.
Client-obsession—always thinking ahead to deliver value and insight.

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