Job Title: Private Wealth Management Expert
As a seasoned professional in private wealth management, you will play a vital role in delivering tailored financial solutions to high net worth individuals and families.
You will be responsible for assisting clients with complex financial planning, tax compliance, and estate planning.
Liaising with key stakeholders, including the Australian Taxation Office, to ensure accurate and timely tax reporting.
Designing and implementing structures that align with our clients' commercial objectives.
Providing expert advice on investment strategies, succession planning, and philanthropic giving.
* Assisting clients with complex financial planning
* Liaising with key stakeholders, including the Australian Taxation Office
* Designing and implementing structures that align with our clients' commercial objectives
* Providing expert advice on investment strategies, succession planning, and philanthropic giving
Benefits:
* A competitive salary and bonus structure
* A comprehensive benefits package, including health insurance and superannuation
* The opportunity to work with a dynamic team of professionals
* A collaborative and supportive work environment
We are committed to creating a workplace culture that values diversity, inclusion, and employee well-being. We believe that everyone has a unique perspective and contribution to make, and we strive to create an environment where all employees feel valued and supported.