Investment Advice Support Officer

6 months ago


Brisbane, 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 fast-paced 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.



  • Brisbane, Australia Trade and Investment Queensland Full time

    As our highly valued Principal Trade and Investment Officer, you will contribute to ensuring a bright future for Queensland, Australia and our global partners. You will do this with people who want you to grow and progress. Reporting to the Manager, HIT, you will have the opportunity to support the HIT team in the engagement of key internal and external...


  • Brisbane, Australia NAB - National Australia Bank Full time

    **Work type**: Fixed term Full time **Region**: QLD- Brisbane inner 12-month fixed term contract - Adviser Support in Wealth Management - Permanent full-time position - Role based in the QLD JBWere is one of Australia's leading wealth managers, we strengthen the financial standing of clients through bespoke wealth and investment strategies. JBWere are...


  • Brisbane, Queensland, Australia Smartmove Advice Pty Ltd Full time

    About SmartMove Advice Pty LtdAt SmartMove Advice Pty Ltd, we are dedicated to delivering exceptional financial advice to our clients. We strive for excellence in all aspects of our business, and our team of professionals is committed to helping individuals achieve their financial goals.Job OverviewWe are seeking a highly skilled Financial Investment...


  • Brisbane, Australia Trade and Investment Queensland Full time

    As our highly valued Principal Trade and Investment Officer, Tradestart, you will contribute to ensuring a bright future for Queensland, Australia and our global partners. You will do this with people who want you to grow and progress. Reporting to the Manager, Health, Innovation and Technology, you will develop and maintain effective networks, consult,...


  • Brisbane, Australia Trade and Investment Queensland Full time

    **To be successful in this role you will**: - Understand or quickly gain an understanding of the global trends, opportunities and challenges. - Provide a critical interface between the international posts in the markets allocated to you and TIQ Queensland and assist with the development of market strategies and business plans. - Work with TIQ's client...

  • Administration Support

    6 months ago


    Brisbane, Australia Superannuation Advice Australia Full time

    Superannuation Advice Australia is one of Australia’s leading Financial Advice Firms, with an office located in the heart of Broadbeach, just a stone’s throw from the beach and an office located in Brisbane City. We believe in the power of quality financial advice and employ talented experts to ensure our clients receive the best possible...

  • Financial Adviser

    6 months ago


    Brisbane, Australia UniSuper Full time

    **About US** UniSuper is a place for people who want to make a difference in their work and the world. As one of Australia’s largest super funds you will join an inclusive team of passionate people focused on creating a great retirement outcome for our members. You will be empowered to grow your career and contribute from day one in an organisation that...

  • Business Manager

    3 months ago


    Brisbane, Australia Australian Retirement Trust Full time

    **Take hold of a monster opportunity and join our Investment Office as a Business Manager - Investment Office. If you’re a good fit for this role and live in Brisbane or Sydney, we’d love you to apply.** **Why join us?** - You'll get 14% super as standard, to help your future come alive. - Unleash your potential and build a career to be proud of through...

  • Ict Investment

    2 months ago


    Brisbane, Australia Queensland Police Service Full time

    Your part in supporting key frontline services will see you responsible for a variety of work supporting business initiatives, providing strategic and operational investment and performance services to QPS and other public safety agencies and assisting with advice to key stakeholders across the Frontline & Digital Division workforce and broader public safety...

  • Investments Officer

    7 months ago


    Brisbane, Australia The Turner Group Full time

    The Turner Group are proud to present an incredible opportunity to join a growing company with a strong brand and enviable reputation. Our client is specialist in financial services and use the latest technology and strategies to support their customers. Now, due to recent growth, they are looking to expand their team with a new Investments Officer. **The...

  • Investment Manager

    8 months ago


    Brisbane, Australia Queensland Health Full time

    **The role**: This role works closely with the other Managers within the Strategic Portfolio Office, as well as the strategy and planning teams within eHealth and the Department to provide a full complement of eHealth portfolio investment management services to our customers. - Setting strategic direction for eHealth investment management and actively...


  • Brisbane, Australia Trade and Investment Queensland Full time

    About the business unitSituated within Queensland Operations division, the Regional Network unit is responsible for playing a key role in enabling TIQ to achieve its objectives in line with TIQ Strategic and Business Plans. The Regional Network is the peak unit for marketing and promotion of the State's regional resources. Distributed across eight regional...


  • Brisbane, Australia Legal Aid Full time

    Manage administrative activities associated with providing legal advice including liaising with correctional staff at the prisons for advice appointment bookings. - Help the lawyers prepare for advice sessions including gathering relevant information, keeping detailed file notes and preparing relevant correspondence and court documents. - Liaise with...

  • Principal Procurement

    6 months ago


    Brisbane, Australia Trade and Investment Queensland Full time

    About the business unitThe Corporate Services Division is responsible for leading the financial services, corporate governance and risks across its international organisation to ensure TIQ is enabled to achieve its objectives aligned to the strategic and business plans. **The Division consists of two business units**: - Finance: is responsible for the...

  • Principal Advisor

    4 weeks ago


    Brisbane, Australia Resources Full time

    Provide strategic advice and support to all stakeholders on effective investment planning and progression processes across all investment types, including advice on planning, governance, control and associated financial management practices. - Lead development of departmental responses to Whole of Government strategic capital program planning queries,...


  • South Brisbane, Australia Ironfish Full time

    Make a real positive difference to people's lives - Great rewards & commissions in return for results - Be supported & part of a well est. Property Leader with excellent training - Make a real positive difference to people’s lives - Great rewards and commissions in return for results - Be supported and part of a well established Property Leader with...


  • Brisbane, Australia Hudson Australia Full time

    Be part of the team managing key Government initiatives supporting aspiring Queensland students to represent Australia at the 2032 Olympic and Paralympic Games. Infrastructure Services Division is looking for a Senior Program Officer to work within a small team, and collaborate with stakeholders across multiple government agencies, delivering sporting...


  • Brisbane, Australia Queensland Health Full time

    If you are passionate about providing strategic leadership and high-level advice, share a vision for the important role that Research and Innovation provides within a complex health system and are excited about the prospect of managing a small team of like minded people then this may represent the perfect opportunity for you. Office of Research and...


  • Brisbane, Queensland, Australia Australian Retirement Trust Full time

    About UsAustralian Retirement Trust is a leading provider of retirement savings solutions, serving over 2.3 million members with almost $300 billion in assets under management.As a Senior Legal Counsel – Investments, you will be part of our dedicated legal team, responsible for advising on investment matters and providing specialist legal advice to our...

  • Project Officer

    8 months ago


    Brisbane, Australia Queensland Health Full time

    The role As the Project Officer you will complete work on projects aligned to the team's work in the areas of research strategy, research investment and research data within multidisciplinary teams, providing system support advice and meeting deadlines. You will participate in relevant projects carried out by Department of Health and Hospital and Health...