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Team Member
3 months ago
Opportunity to join JBWere as an Analyst supporting Advisers:
Outstanding opportunity to build and progress your career:
Perth CBD location
About the role
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.
As an Analyst, you will be responsible for coordinating Adviser team(s) to successfully service clients, by providing outstanding administrative support, increasing team efficiencies and meeting all compliance obligations.
Your key accountabilities will include:
- Service existing client relationships and maintain an excellent and consistent client experience.
- Demonstrate a good understanding of, and be able to communicate, financial market updates, investment ideas and asset allocation.
- Accurately execute trades as instructed by Adviser Team/s and in accordance with your LOA provisions.
- Production of SOA's (Statement of Advice).
- Production of pitch documents and marketing material.
- Establish and maintain client accounts.
- Monitor and maintain the Sophisticated Investor Register, Account Categorisation, Client Risk Profiling and Statement of Advice (where applicable) to ensure all compliance obligations are met.
- Management of the team/s prospects and opportunities, ensuring Salesforce is uptodate, and providing the advice team with reporting as required.
- Assist in the management of IPO's, Placements and other capital raisings, including client allocation, provision of client documentation and efficient settlement to ensure advice team/s meet commitment.
- Coordinate team/s client and prospect events to support client retention, acquisition and cross referral opportunities.
Your Capabilities, Experience & Qualifications will include:
You should be able to demonstrate current or recent experience, skills and attributes, in the following key areas:
- Demonstrated experience in an Analyst role preferably in Wealth Management or Financial Services organisation preferred
- Demonstrate an understanding and interest in financial markets preferred
- Proven knowledge and understanding of the financial services industry and regulatory environment.
- Ability to work in a fastpaced investment environment, be proactive and have an eye for detail.
- You will be a quick learner with strong analytical skills and able to work well to strict deadlines.
- Proficient in using MS Office, Excel, Word and ideally IRESS.
- Strong interpersonal skills and demonstrated client service ethic.
- Excellent verbal and written communications skills.
- A relevant tertiary qualification and/or industry accreditation such as FASEA accredited AQF7 Bachelor Degree or FASEA approved post graduate tertiary pathway qualification preferred.
This is an exciting opportunity for an individual looking to expand on their current administration experience coupled with a desire to continue their career in Wealth Management at JBWere.
At JBWere, our heart might 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.
This is an exciting opportunity for you to expand on your experience and desire to continue your career in 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 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.
