Onboarding Associate, Jbwere

4 days ago

Sydney, Australia NAB - National Australia Bank Full time

**Work type**: Permanent Full time
**Region**: NSW- Sydney CBD, VIC- Melbourne CBD
- **Be part of a newly formed team to provide a client centric onboarding experience**:

- **Support JBWere Advisers to onboard their high net worth clients**:

- **Multiple permanent opportunities based in Sydney**

**In this Associate role, you will**:

- Case managing new JBWere onboarding requests
- Liaising with and support Advisers and Analysts on onboarding document requirements
- Managing CRM systems and ensuring all data and documentation is captured correctly
- Conducting AML compliance checks and approving AML-compliance status of new accounts
- Support advice teams with compliance activities and queries
- Liaising with Advice and Private Wealth Client Support teams to facilitate workflow and manage onboarding issues/ challenges
- Support continuous improvement across the team to uplift performance

**What you will bring**:

- Able to demonstrate an understanding an interest in financial markets
- Must have Private Wealth Management experience
- Experience working or liaising with Wealth Managers / Advisers
- Must have onboarding experience with AML/KYC experience
- Superior written and verbal communication skills
- Strong communication, stakeholder management and relationships skills
- Strong client & compliant focus high attention to detail
- Strong interpersonal and rapport building skills
- Good understanding of complex client structures is desirable (inc. beneficial ownerships of different entity types, etc.)
- AML and compliance knowledge highly desirable

**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 equity and respect - where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.

**Join NAB

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