Adviser Support, JBWere - Canberra, ACT

National Australia Bank; Canberra; On-site; AUD 85,000 - 110,000; Full time

Benefits offered by this job

Enhanced leave options

Wellbeing support

Access to NAB Perks

Ongoing career development

Job summary

National Australia Bank is seeking an Adviser Support in our Canberra team to help protect and grow client wealth for high-net-worth families and organisations. You will partner with advisers to deliver strategic recommendations and maintain compliant, efficient workflows.

Join a high-performing, collaborative culture focused on client obsession and community impact, with access to NAB Perks and career development opportunities in a dynamic wealth management environment.

Qualifications

• Experience in Wealth Management and administrative support.
• Strong client-service ethic with high accuracy and accountability.
• Proficiency in MS Office (Excel and Word) and familiarity with JBWere processes.

Responsibilities

• Strengthen client relationships through exceptional communication and engagement.
• Support advisers with portfolio insights, investment analysis, and strategic recommendations for HNW clients.
• Safeguard the business by ensuring full compliance across investment-related activities.
• Coordinate with advice and operations teams to maintain workflows and optimize processes.
• Act as central coordinator by managing schedules and keeping activities running efficiently.

Skills

Communication skills

Relationship building

Investment analysis

MS Office

Team collaboration

Education

Finance / Economics / Accounting background

Tools

JBWere systems

Job description

• Permanent full-time opportunity based in our Canberra CBD office.


• Be part of a high-performing and collaborative team that’ll uplift your career in Wealth Management.


• Partner with our Advisers to provide the best service to our clients and communities.

Our people are client obsessed. They prioritise the goals and needs of the client above all else. Our mindset fosters innovation and creates strong, lasting client relationships as we strive to be the most client‑centric company in Australia and New Zealand.

Adviser Support

In the role of Adviser Support, you will join our Canberra team to work with Australia’s most successful families, corporates and for‑purpose organisations to help protect and grow their wealth and realise their legacies.

You’ll make an impact each day by:

• Strengthen client relationships through exceptional communication, meaningful engagement, and deep rapport‑building.


• Support advisers by applying critical thinking and contributing to portfolio insights, investment analysis, and strategic recommendations for high‑net‑worth (HNW) clients.


• Safeguard the business by proactively managing risk and ensuring full compliance across investment‑related activities.


• Coordinate seamlessly with the advice and operations teams to maintain smooth workflows and optimise processes.


• Act as the central point of coordination by managing schedules, streamlining activities, and keeping everything running efficiently.

You’ll bring to this role:

• A strong interest in investments, portfolio construction, and market strategy, with relevant education or experience (finance, economics, accounting, or investment-related fields) advantageous but not mandatory.


• Experience in Wealth Management, including administrative support, governance, and familiarity with investment processes.


• Exceptional communication and interpersonal skills, with a demonstrated client‑service ethic.


• High accuracy, accountability, and efficiency, with the ability to plan, prioritise and thrive in a fast‑paced environment.


• Proficiency in MS Office (Excel and Word), strong rapport‑building skills, and ideally familiarity with JBWere systems, processes, and structure

A diverse and inclusive workplace works better for everyone

We know that when our colleagues feel valued and celebrated for who they are, our customers experience banking that’s fairer, more accessible, and designed with who they are in mind. That’s why we’ve built a culture of inclusion and respect, where colleague voices are heard and valued, and everyone is supported to bring their authentic selves to work.

Join JBWere

At JBWere,we’recommitted to supporting our colleagues with a comprehensive range of benefits designed to help you thrive both professionally and personally,

• enhanced leave options


• wellbeing support


• access to NAB Perks


• ongoing career development opportunities