Investment Advice Support Officer

Investment Advice Support Officer
Investment Advice Support Officer
Job no: 792968
Work type: Permanent Full time
Primary position location: 100 St Georges Tce, Perth, WA
Support a group of highly professional Advisors
Deliver support that impacts our ultra-high net worth clients
Showcase your superior interpersonal skills
Perth CBD based role
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 do this through bespoke wealth and investment strategies.
We have an exciting opportunity for an ambitious individual to help support a team of Advisors. Each day, our Advisors make it their business to provide the best wealth management and Investment Advice to their ultra-high net worth clients.
In this busy and varied role, you will be responsible for coordinating Advisor team(s) to successfully service clients, by providing outstanding administrative support, increasing team efficiencies, meeting all compliance obligations, analysing investment markets, and supporting the growth of the business. Above all, your support will help ensure we remain leaders in advice and always put our clients first.
Ideally, you will have experience in a fast-paced private banking, asset management, stockbroking, or other professional services environment - with a passion for investment markets. You will need to be a strong communicator, proactive, have an eye for detail, be a quick learner and work well to the firm deadlines that impact our clients.
Your key accountabilities will include to:
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
Produce pitch documents and marketing material
Establish and maintain client accounts
Proactively manage risk and compliance though performing and adhering to policies, processes and procedures, and escalating any events, losses, or breaches
Assist in the management of IPO's, placements and other capital raisings, including client allocation, provision of client documentation and efficient settlement to ensure advice team/s meet client commitments
Proactively support continuous improvement in our business
To be successful in this role, you need to demonstrate current or recent experience, skills and attributes, in the following key areas:
An understanding and interest in financial markets
Adaptable to change
A high-level of proficiency in Microsoft Office (Excel, Word, Outlook & PowerPoint)
Strong interpersonal skills and client service ethic
Excellent verbal and written communications skills
Ability to plan and prioritise to meet deadlines in a fast-paced environment
Proactiveness and an ability to work autonomously
A Bachelor's degree, Post Graduate Degree, or relevant industry accreditation
At JBWere, our heart may 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 build your career in Private 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 have the opportunity to 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
By joining NAB, you are committing to putting our customers' needs first every time. You will be ambitious for growth; always curious and learning from colleagues. You will speak honestly, always valuing the time and opinion of others. You will own your work, doing what's right, even when it's hard. If you think this role is the right fit for you, we invite you to apply.
Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.
Advertised: 28 Mar 2024 6:00 AM W. Australia Standard Time
Closing: 07 Apr 2024 11:55 PM W. Australia Standard Time
jbwere.com
Job ID 792968