Team Member

3 weeks ago

Melbourne City Centre, Victoria, Australia NAB - National Australia Bank Full time

Adviser Support in Wealth Management:

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Permanent full-time position:

-
Role based in Melbourne CBD


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.


In this busy and varied role, you will ensure your workflow is dealt with in an efficient and effective manner and to best practice quality standard.

Ideally you will have experience in a fast-paced investment environment, be proactive, have an eye for detail, be a quick learner and work well to firm deadlines.

Your core responsibility is to assist the team to manage and grow their business by providing a high level of client service through administrative, financial reporting and workflow support.


  • You should be able to demonstrate current or recent experience, skills and attributes, in the following key areas:
  • 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
  • Ability to plan and prioritise to meet deadlines in a fastpaced environment
  • Be proactive and able to work autonomously
  • Bachelor Degree / Relevant Industry Accreditation desirable


This is an exciting opportunity for an individual looking to expand on their current experience with a desire to continue their career in Wealth Management at JBWere.


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 can 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
unsolicited CVs from agencies will not be accepted.

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