Director - Wealth Services
- Recruiter
- PwC Australia
- Location
- Melbourne, Victoria, Australia
- Salary
- Competitive salary
- Posted
- 20 Sep 2019
- Closes
- 22 Sep 2019
- Ref
- 6552779
- Job role
- Finance director
- Experience level
- Director
Line of Service
Tax
Industry/Sector
Not Applicable
Specialism
General Tax Consulting
Management Level
Director
Job Description & Summary
With PwC, you'll ignite a meaningful career while being supported by a flexible working culture, innovative learning and development opportunities and progressive policies and benefits, such as 18 weeks paid parental leave for mums, dads and foster carers (no minimum service!)
What will you create?
You'll help Australian businesses, not-for-profits and governments create value and improve the way they work. From digitising healthcare, to creating smarter cities and igniting our start-up industry, together we build trust in society and solve important problems.
Private Clients Wealth Services bring this to life by helping build and protect clients' wealth, and safeguard their families and their future. This is done by looking beyond the numbers and taking the time to understand our clients' personal circumstances and aspirations, as well as their business and financial goals.
As a Director in our Private Client Wealth Services team your impact will be seen by:
You have a background working in wealth management / financial advice, e.g. personal advise to wholesale, sophisticated investors (ideally 10+ years) and are skilled in analytical or relationship management, and hold a strong technical capability enabling you to oversee and drive the direction of Firm's investment framework and principles and manage due diligence of investment opportunities of specialists mandates. Passionate about being at the forefront of change, you're ready to join our Private Clients team in helping private company leaders plan for business longevity and leadership transition.
You're collaborative and enjoy working in an innovative environment. You're a problem solver by nature and want to join a firm that values the kind of people who reimagine the possible for their clients and stakeholders. Most importantly, you act with integrity and show care for the people you work with.
Passionate about being at the forefront of change, you're ready to join our Private Clients Wealth Services team in helping private company leaders plan for business longevity and leadership transition.
You're collaborative and enjoy working in an innovative environment. You're a problem solver by nature and want to join a firm that values the kind of people who reimagine the possible for their clients and stakeholders. Most importantly, you act with integrity and show care for the people you work with.
Life at PwC
Our culture and benefits are something we're proud of, and also the reason we've been named LinkedIn's #1 Australian workplace. With PwC, you'll belong to an inclusive community where differences are both embraced and the underlying driver in everything we create together.
We empower you with the technology, coaching, flexibility and trust needed to make a meaningful difference, while supporting you in bringing your whole self to work each day. We're committed to building and maintaining a diverse workforce because we know it's only by working together that we can realise the potential of our people, clients and society around us.
We're living this commitment through initiatives including our Reconciliation Action Plan to increase Indigenous employment and employee-led diversity networks promoting cultural, disability, LGBTI and gender equality. At our core we're a people business, which means you'll be supported not just in your professional development but your personal growth as well.
Tara Bishop is the Recruitment Manager for the role. As the team experience high volumes of applications, we appreciate your patience to allow for a timely and fair process for all.
Education (if blank, degree and/or field of study not specified)
Degrees/Field of Study required:
Degrees/Field of Study preferred:
Certifications (if blank, certifications not specified)
Desired Languages (If blank, desired languages not specified)
Travel Requirements
Not Specified
Available for Work Visa Sponsorship?
No
Government Clearance Required?
No
Job Posting End Date
Tax
Industry/Sector
Not Applicable
Specialism
General Tax Consulting
Management Level
Director
Job Description & Summary
With PwC, you'll ignite a meaningful career while being supported by a flexible working culture, innovative learning and development opportunities and progressive policies and benefits, such as 18 weeks paid parental leave for mums, dads and foster carers (no minimum service!)
What will you create?
You'll help Australian businesses, not-for-profits and governments create value and improve the way they work. From digitising healthcare, to creating smarter cities and igniting our start-up industry, together we build trust in society and solve important problems.
Private Clients Wealth Services bring this to life by helping build and protect clients' wealth, and safeguard their families and their future. This is done by looking beyond the numbers and taking the time to understand our clients' personal circumstances and aspirations, as well as their business and financial goals.
As a Director in our Private Client Wealth Services team your impact will be seen by:
- Building relationships, managing projects, delivering high outputs and developing business with our diverse client base.
- Delivering value to our clients, namely Family Office, and Ultra High Net Worth, Not for Profit, Government and multi-generational family businesses.
- Delivering technically astute wealth and financial consulting advice and inspiring team members
- Providing advice on a range of 'ad-hoc' consulting projects, focused on a particular client need or opportunity (i.e. Treasury Management, Foreign Currency, transaction based advice, gifting strategies, etc)
- Supporting business exits and succession planning initiatives.
You have a background working in wealth management / financial advice, e.g. personal advise to wholesale, sophisticated investors (ideally 10+ years) and are skilled in analytical or relationship management, and hold a strong technical capability enabling you to oversee and drive the direction of Firm's investment framework and principles and manage due diligence of investment opportunities of specialists mandates. Passionate about being at the forefront of change, you're ready to join our Private Clients team in helping private company leaders plan for business longevity and leadership transition.
You're collaborative and enjoy working in an innovative environment. You're a problem solver by nature and want to join a firm that values the kind of people who reimagine the possible for their clients and stakeholders. Most importantly, you act with integrity and show care for the people you work with.
Passionate about being at the forefront of change, you're ready to join our Private Clients Wealth Services team in helping private company leaders plan for business longevity and leadership transition.
You're collaborative and enjoy working in an innovative environment. You're a problem solver by nature and want to join a firm that values the kind of people who reimagine the possible for their clients and stakeholders. Most importantly, you act with integrity and show care for the people you work with.
Life at PwC
Our culture and benefits are something we're proud of, and also the reason we've been named LinkedIn's #1 Australian workplace. With PwC, you'll belong to an inclusive community where differences are both embraced and the underlying driver in everything we create together.
We empower you with the technology, coaching, flexibility and trust needed to make a meaningful difference, while supporting you in bringing your whole self to work each day. We're committed to building and maintaining a diverse workforce because we know it's only by working together that we can realise the potential of our people, clients and society around us.
We're living this commitment through initiatives including our Reconciliation Action Plan to increase Indigenous employment and employee-led diversity networks promoting cultural, disability, LGBTI and gender equality. At our core we're a people business, which means you'll be supported not just in your professional development but your personal growth as well.
Tara Bishop is the Recruitment Manager for the role. As the team experience high volumes of applications, we appreciate your patience to allow for a timely and fair process for all.
Education (if blank, degree and/or field of study not specified)
Degrees/Field of Study required:
Degrees/Field of Study preferred:
Certifications (if blank, certifications not specified)
Desired Languages (If blank, desired languages not specified)
Travel Requirements
Not Specified
Available for Work Visa Sponsorship?
No
Government Clearance Required?
No
Job Posting End Date