Team Member

NAB is seeking a Team Member for Advisor Support in Wealth Management in New South Wales, Australia. The role involves delivering exceptional client service, enhancing relationships, managing risks, and ensuring efficient operations. Candidates should have a passion for financial markets, relevant experience, and strong communication skills. This full-time position offers opportunities for career growth and personal development.
Advisor Support – Wealth Management

Deliver top-notch client service, administrative and marketing support that drives success! Be the backbone that ensures smooth operations.

- We are empowered to make a positive difference for clients and communities ​

- Everyone is given the opportunity to learn, grow and achieve. ​

- Be supported to grow your career

In this role, you will..
• Focus on enhancing client relationships by forging strong connections and deliver exceptional communication that elevates every interaction
• Build rapport and create meaningful engagement to deepen trust and drive long-lasting partnerships
• Safeguard the business by actively managing risk and ensuring full compliance
• Collaborate seamlessly with the advice and operations teams to ensure a smooth and efficient workflow
• Be the vital link that keeps everything running like clockwork, driving coordination and optimising processes for maximum productivity
• Curate and organise the teams schedule, ensuring every detail aligns perfectly with their goals

What you’ll bring..
• Solid foundation and a genuine passion for financial markets
• Experience across a professional service environment
• Economics and/or finance tertiary qualification
• Exceptional written and verbal communication skills
• Strong attention to detail
• Proactiveness and ability to work autonomously
• Strong applier of interpersonal and rapport building skills

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 affects positive change for both our clients and the broader community.