Address Work type: Permanent Full time
Region: SA- Adelaide inner
Opportunity to join JBWere providing support to Advisers
Outstanding opportunity to build and progress your career
Adelaide CBD location
About 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.
You will be responsible for coordinating Adviser team(s) to successfully service clients, by providing outstanding administrative support, increasing team efficiencies and meeting all compliance obligations. You will have a strong focus on client communication and engagement to support the generation and retention of team revenue
Your key accountabilities will include:
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.
Production of SOA’s (Statement of Advice).
Production of pitch documents and marketing material.
Establish and maintain client accounts.
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.
Management of the team/s prospects and opportunities, ensuring Salesforce is up-to-date, and providing the advice team with reporting as required.
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 commitment.
Co-ordinate team/s client and prospect events to support client retention, acquisition and cross referral opportunities.
Your Capabilities, Experience & Qualifications will include:
You should be able to demonstrate current or recent experience, skills and attributes, in the following key areas:
Demonstrated experience in a Wealth Management or Financial Services organisation (preferred).
Proven knowledge and understanding of the financial services industry and regulatory environment.
Demonstrate an understanding and interest in financial markets (preferred).
Ability to work in a fast-paced investment environment, be proactive and have an eye for detail.
You will be a quick learner with strong analytical skills and able to work well to strict deadlines.
Proficient in using MS Office, Excel, Word and ideally IRESS.
Strong interpersonal skills and demonstrated client service ethic.
Excellent verbal and written communications skills.
A relevant tertiary qualification and/or industry accreditation such as FASEA accredited AQF7 Bachelor Degree or FASEA approved post graduate tertiary pathway qualification preferred.
This is an exciting opportunity for an individual looking to expand on their current administration experience coupled with a desire to continue their career in Wealth Management at JBWere.
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.
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 have the opportunity to thrive, connect and grow.
Continuing building your career at NAB If you think this role is the right fit for you, we invite you to apply.
To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status.
Please note candidate screening methodologies and interviews may be conducted prior to the closing date of the job advert.
