The Opportunity This is an exceptional opportunity to join Mutual Trust as a Manager within our Family Office division, where you will play a key role in shaping the financial futures of ultra-high-net-worth families across multiple generations.
You will be instrumental in integrating our Family Office services, encompassing Family Strategy, Intergenerational Planning, Governance and Education, into comprehensive solutions tailored to each family's needs.
With a focus on client relationships and holistic advice, this role offers a clear pathway to becoming a senior family advisor, contributing to the growth and success of our clients and the firm.
What You'll do Supporting three Partners, you'll: Lead the integration of family strategy, intergenerational planning, governance, and education to deliver comprehensive and holistic solutions for clients.
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, exceeding expectations and fostering long-term partnerships.
About You You bring over 5 years of experience in financial management and advisory services, with a strong track record of achieving successful outcomes for clients.
You: 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.
Culture & Benefits Joining Mutual Trust offers you the opportunity to enjoy: Supportive flexible work arrangements.
Opportunity to purchase up to four weeks additional leave each year.
Recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).
Professional training and development for staff of all levels.
Yearly health and well-being allowance and ongoing activities.
Work with industry experts in highly specialised roles.
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 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 210 staff, located across our offices in Melbourne, Sydney, Perth and Adelaide.
Our team enjoys a fun and engaging culture.
We have diverse roles and opportunities across wealth management, accounting, tax, family office, agri-business, trustee and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and P&C professionals.
How to Apply Mutual Trust is a purpose-led organisation.
We achieve this with people who are Excellent, Heartfelt, Inspiring and Principled.
If these values resonate with you, please submit your application online with the following: A cover letter, and A detailed resume in Word format.
If you would like more information on this role, please call Kate Farmer on 03 9605 9645.
Only applicants with permanent residency or without visa restrictions will be considered.
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