Team Member

Team Member

• Job number : 797429
• Primary position location : NSW- Sydney CBD
• Category : Call Centre / Contact Centre
• Category : Private Banking
• Work type : Permanent Full time
• Closing at : Feb 21 2025 at 23 : 55 AEDT
• Favourite
• You'll be part of a collaborative and high-performing Wealth Management team
• Responsible for supporting a dedicated team of Wealth Advisers, servicing needs of their clients
• Help deepen relationships with clients
• Be supported to grow your career at JBWere Private Wealth
• In this Team Member role, you will
• Provide a high level of administrative support to the team and respond to client queries in an efficient and effective manner
• Establish and maintain client accounts including communicating with clients
• Proactively manage risk and compliance though performing and adhering to policies, processes and procedures, and escalating any events where needed
• Working closely with your advisory team in preparing portfolio reviews, pitch documents and marketing material
• Liaise with Operations as required to facilitate workflow
• Progress your career towards ultimately becoming a JBWere Wealth Adviser
• What you'll bring
• General understanding and a keen interest in financial markets
• Excellent written and verbal communication skills with utmost attention to detail
• Proficiency in Microsoft Office (Excel, Word, Outlook and PowerPoint)
• Tertiary qualification within a business or finance discipline
• Willingness to complete further study to satisfy ASIC Adviser Education requirements
• Experience in a professional services environment preferred
• 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.