Advisor Support - Wealth Management
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Job number: 796650
Business unit: Business and Private
Primary position location: 10 Carrington St, Sydney, NSW
Work type: Permanent Full time
Region: NSW- Sydney CBD
Advisor Support – Wealth Management
Deliver top-notch client service, administrative and marketing support that drives success! Be the backbone that ensures smooth operations.
- We are empowered to make a positive difference for clients and communities
- Everyone is given the opportunity to learn, grow and achieve.
- Be supported to grow your career
In this role, you will..
- Focus on enhancing client relationships by forging strong connections and deliver exceptional communication that elevates every interaction
- Build rapport and create meaningful engagement to deepen trust and drive long-lasting partnerships
- Safeguard the business by actively managing risk and ensuring full compliance
- Collaborate seamlessly with the advice and operations teams to ensure a smooth and efficient workflow
- Be the vital link that keeps everything running like clockwork, driving coordination and optimising processes for maximum productivity
- Curate and organise the teams schedule, ensuring every detail aligns perfectly with their goals
What you’ll bring..
- Solid foundation and a genuine passion for financial markets
- Experience across a professional service environment
- Economics and/or finance tertiary qualification
- Exceptional written and verbal communication skills
- Strong attention to detail
- Proactiveness and ability to work autonomously
- Strong applier of interpersonal and rapport building skills
JBWere is one of Australia's leading wealth managers; we strengthen the financial standing of clients through bespoke wealth and investment strategies.
JBWere are committed to supporting your talent and skills throughout your career, as you help us sustain a culture that affects positive change for both our clients and the broader community.
Advertised: AUS Eastern Daylight Time
Closing: AUS Eastern Daylight Time
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