Investment Advice Support Officer

2 weeks ago

Brisbane, Queensland, Australia NAB - National Australia Bank Full time
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 seek someone who can support a team of Advisers and their clients.

Each day, these Advisers 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, your 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 administration, reporting and process support.

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
  • Have a can do attitude and be adaptable to change
  • 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 or relevant industry accreditation desirable


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.

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 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.


We embrace diversity of thought, style and working arrangements. This ensures our people are representative of the communities that we serve and that our thinking, solutions, and products are the best they can be.

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
To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status.

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