Analyst

2 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.

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