Adviser Support Jbwere

1 week ago

Sydney, Australia NAB - National Australia Bank Full time

**Work type**: Permanent Full time
**Location**: NSW- Sydney CBD
- **Support a wonderful group of Advisers**:

- **Take advantage of a permanent full-time position**:

- **Based in Sydney CBD**

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 group of Advisers. 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
- 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’s 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.

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

**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.

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