Adviser Support Wealth Management JB Were
Job number: 794955
Work type: Permanent Full time
Primary position location: 10 Carrington St, Sydney, NSW
JBWere is one of Australia’s leading providers of wealth management services. We work with Australia’s most successful families, corporates and for-purpose organisations to help them protect and grow their wealth, and to realise their legacies.
We seek someone who can support our Sydney based Advice teams. Each day, these teams make it their business to provide the best wealth management and investment advice to their ultra-high net worth clients. Through this, they aim to give their clients the confidence to do what matters.
In this busy and varied role, Advisers will need support to make sure the workflow around giving advice runs efficiently and smoothly. You will assist them as they manage and grow their business and provide a high level of client service, comprehensive reporting and process support. The role is also critical in supporting client acquisition, onboarding and supporting the team in portfolio construction and implementation.
Ideally, you will have experience in a fast-paced private banking, investment or other professional services environment. You will need to be proactive, have an eye for detail, be a quick learner and work well to the firm deadlines that impact our clients.
Above all, your support will help ensure we remain leaders in advice who put our clients first.
To be successful in this role, you need to demonstrate current or recent experience, skills and attributes, in the following key areas:
- Solid experience in a support role for a Wealth Management or Professional Services business
- Proficient in using MS Office, Excel and Word
- Strong interpersonal skills and demonstrated client service ethic
- Excellent verbal and written communications skills
- Strong attention to detail
- Ability to plan and prioritise to meet deadlines in a fast-paced environment
- Be proactive and able to work autonomously
- Bachelor degree or relevant industry accreditation desirable
A diverse and inclusive workplace works better for everyone
We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated.
Build your career with NAB
At NAB, we encourage our colleagues to invest in their skills, experiences and careers. To put your best application forward, we recommend firstly reviewing the job advertisement and the Role Purpose Statement (also known as the position description – this is linked to the job advert). This will give you a clear idea of what the role entails. If the opportunity excites you and aligns with your career aspirations, you should seek your People Leader’s endorsement and apply.
Join NAB
If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.
Advertised: AUS Eastern Standard Time
Closing: AUS Eastern Daylight Time
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