Wealth Associate: Launch Your Career in Wealth

SANITI - Student Association of Nelson-Marlborough Institute of Technology Inc; Canberra; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Enhanced leave options

Wellbeing support

NAB Perks

Ongoing career development opportunity

Job summary

JBWere in Canberra is seeking a Wealth Associate to learn wealth management foundations and support client reviews, portfolio administration and investment-related activities. You will contribute to building lasting client relationships and gain exposure to investment markets and advisory processes.

Join a team that values proactive learning, meticulous work, and hands-on coaching to accelerate your development in a supportive, inclusive environment.

Qualifications

• Recently completed degree in Finance, Economics, Commerce, Accounting or Financial Planning.
• Genuine interest in wealth management and financial markets.
• Strong communication and interpersonal skills.
• High attention to detail and organisational skills.
• Proactive mindset and willingness to learn with initiative.

Responsibilities

• Support client reviews, portfolio administration and investment-related activities.
• Learn foundations of wealth management alongside experienced advisers.
• Build relationships with clients and colleagues through proactive service.
• Gain exposure to investment markets, portfolio construction and advisory processes.
• Accelerate development through hands-on coaching and mentorship.

Skills

Client relationships

Communication skills

Proactive mindset

Detail oriented

Education

Finance, Economics, Commerce, Accounting or Financial Planning related discipline

Tools

Microsoft Office

Excel

Word

Job description

JBWere in Canberra is seeking a Wealth Associate to learn wealth management foundations and support client reviews, portfolio administration and investment-related activities. You will contribute to building lasting client relationships and gain exposure to investment markets and advisory processes.

Join a team that values proactive learning, meticulous work, and hands-on coaching to accelerate your development in a supportive, inclusive environment.