Investment Advice Support Officer (Start ASAP)

JBWere is one of Australia’s leading providers of investment management services. We work with Australia and New Zealand’s most successful families, corporates, and for-purpose organisations to help them protect and grow their wealth, and to realise their legacies. We do this through bespoke wealth and investment strategies.

Each day, our Advisors make it their business to provide the best wealth management and investment advice to their ultra-high net worth clients. We have a superb opportunity for an ambitious an ambitious Investment Advice Support Officer to support this team in successfully managing and developing their business through the provision of exceptional administrative and marketing support. Your assistance will help ensure that JBWere remain leaders in wealth advice – always putting our clients first.

A typical day for me will look like:

• Responding to client queries in an efficient and effective manner
• Establishing and maintaining client accounts
• Providing client reporting on a quarterly and ad-hoc basis
• Management of the team’s prospects and opportunities, whilst maintaining client relationship systems
• Liaising with Operations as required to facilitate workflow
• Managing CRM systems and ensuring all documentation is captured correctly
• Proactively managing risk and compliance through performing and adhering to policies, processes and procedures – escalating any events, losses or breaches incurred
• Assisting teams in preparing Records of Advice (ROA) and Statements of Advice (SOA), pitch documents, portfolio reviews and marketing material
• Supporting the advice teams to execute and deliver business-wide initiatives and opportunities to achieve desired outcomes
• Support continuous improvement in our business

What skills & attributes will I need?

• University Graduate in a relevant or outstanding field
• High level of proficiency in Microsoft Office (Excel, Word, Outlook and PowerPoint)
• Able to demonstrate an understanding an interest in financial markets
• Superior written and verbal communication skills
• High-attention to detail and good with numbers
• Strong interpersonal and rapport building skills
• Ability to manage and meet set expectations and timeframes

At JBWere, our heart may be over 180 years old, but our head is in the 21st century and we are committed to supporting your talent and skills throughout your career. So, if you have had a career break or feel you may not fit all the requirements, we encourage you to apply.

This is an exciting opportunity for you to build your career in Private Wealth Management.

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 respect – where everyone feels valued and appreciated for being their true authentic selves at NAB. With our focus on inclusion and diversity, and in partnership with our Employee Resource Groups, NAB is a place where First Nations colleagues, colleagues of all genders, sexualities and ages, carers and colleagues with disability, and colleagues from all cultures, races and religions have the opportunity to thrive, connect and grow. 

More focus on you

We are committed to delivering a positive experience for our colleagues and a workplace you can be proud of. We support our colleagues to balance their careers and personal life through flexible working arrangements such as hybrid working and job sharing and competitive financial and lifestyle benefits. We invest in our colleagues through world class development programs (Distinctive Leadership and Career Qualified in Banking), and empower you to learn, grow and pursue exciting career opportunities. To learn more, visit the Benefits of Working at NAB page on our website.   

Join NAB

By joining NAB, you are committing to putting our customers’ needs first every time. You will be ambitious for growth; always curious and learning from colleagues. You will speak honestly, always valuing the time and opinion of others. You will own your work, doing what’s right, even when it’s hard. If you think this role is the right fit for you, we invite you to apply.

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.