Analyst

3 weeks ago

Melbourne, Australia NAB - National Australia Bank Full time

**Bring your passion for successfully servicing clients and experience in meeting compliance obligations**:

- **You’ll be supported to manage your career, work and life**:

- **Melbourne CBD location**

**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 influences positive change for both our clients and the broader community.

The **Analyst** is responsible for coordinating Adviser team(s) to successfully service clients, by providing outstanding administrative support, increasing team efficiencies and meeting all compliance obligations. In this role, The **Analyst** must have a strong focus on client communication and engagement to support the generation and retention of team revenue.

**Your opportunity**
- 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.
- 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.
- Proactively manage risk and compliance though performing and adhering to policies, processes and procedures, and escalating any events, losses, breaches as incurred.

**What you will bring**:

- **Fluent in Mandarin or Cantonese
- verbal and written**:

- Demonstrated experience and strong performance in a Senior Analyst role.
- Excellent written and verbal communication skills.
- Strong interpersonal and rapport building skills.
- Attention to detail with good numerical and analytical skills.
- Proficiency in Microsoft Office (Excel, Word, Outlook & Powerpoint)
- Ability to manage and meet expectations and timeframes.
- Demonstrate an understanding and interest in financial markets.
- A good working knowledge and understanding of the financial services industry and regulatory environment.

**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.

  • PMO Analyst

    3 weeks ago

    Melbourne, Australia Nucleus3 Full time

    Fixed term salary role PMO Analyst to support IT PMO. - Melbourne CBD based - Salary $150k pkg inclusive of Superannuation and benefits - **PMO Analyst to support an IT PMO in the health sector**: - **Employment Type: 12 Month Fixed Term Salary Role**: - ** Salary $150k pkg inclusive of Superannuation and benefits** We are Nucleus3. We are business...

  • Analyst

    2 weeks ago

    Melbourne, Australia Commonwealth Bank of Australia Full time

    Analyst **Senior Associate / Analyst - Major Client Group (Property) - Melbourne CBD** - **You are ambitious**: - **We value your professional development**: - **Together we can help drive sustainable business growth for our clients** **See yourself in our team** The Major Client Group serves over 1,000 clients in the large business segment across...

  • Portfolio Analyst

    3 weeks ago

    Melbourne, Australia Profusion Group Full time

    WFH - no pressure to return to the office full-time (1 - 2 days in) - Family-friendly culture: Work/life balance - Excellent Career Progression **Portfolio Analyst - Permanent - $110K - $130K Package** Excellent career opportunity for an experienced Portfolio Analyst to uplift the delivery capability on a exciting transformation program! **Company...

  • Change Analyst

    3 weeks ago

    Melbourne, Australia Profusion Group Full time

    Career Progression Opportunities - Establishing Change Management Function - Hybrid work model - 2 days in office **Change Analyst - Permanent - $105K - $115K package + 10%Bonus** **Company Overview** *** One of Profusion’s leading Financial Services clients is looking for an experienced Change Analyst to join their Melbourne team. They have an...

  • Financial Analyst

    3 weeks ago

    Melbourne, Australia AECC CONSTRUCTION Full time

    **Financial Analyst Job Description Template** We have a new role open in our team for a financial analyst. You will spend your day analyzing huge amounts of financial data and preparing various accounting and financial reports based on this data and your research-backed opinions. To excel in this role you need proven knowledge of various financial...

  • BI Analyst

    4 weeks ago

    Melbourne, Australia Aurec Full time

    **BI Analyst** BI Analyst role in East Melbourne. Our client is a large energy provider seeking an experienced BI Analyst to join their growing team in Melbourne. This is a 9-month contract opportunity with extensions Are you looking for your next contract? Our client is a utilities company that provides various services to many Australians and aims to...

  • Security Analyst

    3 weeks ago

    Melbourne, Australia Latitude IT Full time

    ASX20 company - attractive salary + bonus - Hybrid working Our ASX20 customer seeks a Security Analyst to report into the CSO and support them to run a tight security operations ship. **Summary**: Security Analyst for an ASX20, reporting to the 'Head Of', handling daily SecOps tasks & adhoc security requests, maintaining dashboards & reporting... **The...

  • Data Analyst

    4 weeks ago

    Melbourne, Australia Talent International Full time

    **Job Details**: **Location** Melbourne CBD **Salary** AU$750 - AU$850 per day **Job Type** Full Time **Ref** BBBH100437_1680501728 **Contact** Ben Austin **Posted** about 2 hours ago Our client is a leading provider of secure online payments services currently seeking a Data Analyst to help consolidate a traditionally manual process and host all...

  • Analyst

    3 weeks ago

    Melbourne, Australia Chatham Financial Full time

    **Overview**: **Our Australian team is currently in search of an analyst to function in a multi-faceted role.** **In this role you will** Gain a thorough understanding of derivative products and markets by focusing on pre - and post-trade activities as they move towards client advisory and direct client interface. Learning takes place alongside experienced...

  • Analyst

    4 weeks ago

    Melbourne, Australia Department of Government Services Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Department of Government Services **Salary**: $76,817 - $93,274 Occupation: Analyst Reference: VG/1819627Z **About us** The Department of Government Services (DGS) was established on 1 January 2023 to improve everyone's experience of doing business and interacting with the Victorian...

  • Test Analyst

    4 weeks ago

    Melbourne, Australia Hudson Australia Full time

    Excellent opportunity for a Test Analyst / Engineer to get your foot in the door of forward thinking organisation that are building exciting, quality solutions. - ** Test Analyst / Test Engineer | Permanent Role | Automation and Manual**: - **Based just East of Melbourne CBD | 50:50 WFH/Office | Agile delivery**: As the Test Analyst you will be play a...

  • Data Analyst

    3 weeks ago

    Melbourne, Australia Give A Grad A Go Full time

    Starting salary of $60,000 - $70,000 + Super - Hands-on training from experts in the team - Mentorship **Company profile - Sustainability consultancy** Based in Melbourne, this tight-knit team are passionate about creating opportunities in the built environment to reduce carbon footprint, enhance user wellbeing and address risks associated with energy...

  • Sustainability Analyst

    3 weeks ago

    Melbourne, Australia Give A Grad A Go Full time

    Starting salary of $60,000 - $70,000 + Super - Hands-on training from experts in the team - Mentorship **Company profile - Sustainability consultancy** Based in Melbourne, this tight-knit team are passionate about creating opportunities in the built environment to reduce carbon footprint, enhance user wellbeing and address risks associated with energy...

  • Junior Analyst

    3 weeks ago

    Melbourne, Australia Give A Grad A Go Full time

    Starting salary of $60,000 - $70,000 + Super - Hands-on training from experts in the team - Mentorship **Company profile - Sustainability consultancy** Based in Melbourne, this tight-knit team are passionate about creating opportunities in the built environment to reduce carbon footprint, enhance user wellbeing and address risks associated with energy...

  • Sustainability Analyst

    3 weeks ago

    Melbourne, Australia Give A Grad A Go Full time

    Competitive starting salary of $60,000 - $70,000 + Super - Hands-on training from experts in the team - Mentorship **Company profile - Sustainability consultancy** Based in Melbourne, this tight-knit team are passionate about creating opportunities in the built environment to reduce carbon footprint, enhance user wellbeing and address risks associated with...

  • Service Operations Analyst

    4 weeks ago

    Melbourne, Australia Aurec Human Capital Group Full time

    **Service Operations Analyst** *** Service Operations Analyst role in Melbourne. One of Australia's leading utilities organisations is looking for an experienced Operations Analyst/Systems Engineer to join their growing team in Melbourne. It is a full-time permanent opportunity Are you looking for your next opportunity? My client's primary focus is to bring...

  • Service Operations Analyst

    4 weeks ago

    Melbourne, Australia Aurec Full time

    **Service Operations Analyst** *** Service Operations Analyst role in Melbourne. One of Australia's leading utilities organisations is looking for an experienced Operations Analyst/Systems Engineer to join their growing team in Melbourne. It is a full-time permanent opportunity Are you looking for your next opportunity? My client's primary focus is to bring...

  • Analyst

    4 weeks ago

    Melbourne, Australia Capstone Full time

    Opportunity for a Analyst to join the Melbourne team - Analyst within the Property Development & Funds Management - Join a company with a growing presence Your new company A highly reputable Australian owned Property Developer, Asset Management and Investment Management business. They have a strong presence within industrial logistics property, suburban...

  • Analyst

    3 weeks ago

    Melbourne, Australia Commonwealth Bank Full time

    **Senior Associate / Analyst - Major Client Group (Property) - Melbourne CBD** - **You are ambitious**: - **We value your professional development**: - **Together we can help drive sustainable business growth for our clients** **See yourself in our team** The Major Client Group serves over 1,000 clients in the large business segment across Australia with...

  • Service Desk Analyst

    3 weeks ago

    Melbourne, Australia Technology People Australia Full time

    Service Desk Analyst - Contract - 6 Months - $300-400 Per Day My client is looking for a Service Desk Analyst to join a busy service desk. Key Skills: - Excellent communication experience - Service Now experience - Ability to have a high first fix rate - Must be able to demonstrate professionalism This role is 6 months and will be hybrid for the right...