Wealth Adviser Support Specialist

National Australia Bank; Canberra; On-site; AUD 70,000 - 95,000; Full time

Benefits offered by this job

NAB Perks

Job summary

JBWere in Canberra CBD is seeking an Adviser Support to join our wealth management team, supporting Wealth Advisers who work with successful individuals, families and for-purpose organisations to deliver exceptional client experiences.

You’ll help prepare and implement investment strategies, coordinate client reviews and portfolio administration, and ensure regulatory compliance to safeguard client outcomes and our integrity.

Qualifications

• Delivering an exceptional client experience through proactive communication and relationship management.
• Supporting advisers with the preparation and implementation of investment and wealth management strategies.
• Coordinating client reviews, portfolio administration and advice-related activities with a high degree of accuracy.
• Working closely with advice and operations teams to ensure seamless execution and service delivery.
• Upholding regulatory and compliance requirements while helping safeguard client outcomes and business integrity.

Responsibilities

• Delivering an exceptional client experience through proactive communication and relationship management.
• Supporting advisers with the preparation and implementation of investment and wealth management strategies.
• Coordinating client reviews, portfolio administration and advice-related activities with a high degree of accuracy.
• Working closely with advice and operations teams to ensure seamless execution and service delivery.
• Upholding regulatory and compliance requirements while helping safeguard client outcomes and business integrity.

Skills

Relationship management

Client communication

Attention to detail

Regulatory compliance

Job description

JBWere in Canberra CBD is seeking an Adviser Support to join our wealth management team, supporting Wealth Advisers who work with successful individuals, families and for-purpose organisations to deliver exceptional client experiences.

You’ll help prepare and implement investment strategies, coordinate client reviews and portfolio administration, and ensure regulatory compliance to safeguard client outcomes and our integrity.