Wealth Associate (Start ASAP)

HTU; Canberra; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Enhanced leave options

Wellbeing support

Access to NAB Perks

Ongoing career development

Job summary

JBWere offers a structured Wealth Associate role within a respected wealth management team. You will learn foundations of wealth management while supporting client reviews, portfolio administration and investment-related activities. The role emphasizes building relationships with clients and colleagues and gaining firsthand exposure to markets and financial advice.

You’ll be mentored and coached by experienced advisers, developing industry knowledge and a long-term career in wealth management.

Qualifications

• A recently completed or soon-to-be completed degree in Finance, Economics, Commerce, Accounting, Financial Planning or a related discipline.
• Genuine interest in wealth management, investments and financial markets with a view to a long-term career.
• Strong communication and interpersonal skills to build relationships and deliver client experiences.
• High attention to detail and strong organisational skills.
• Proactive mindset, willingness to learn and take ownership of development.
• Proficiency in Microsoft Office, particularly Excel and Word.

Responsibilities

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

Skills

Communication

Interpersonal skills

Attention to detail

Organisational skills

Proactive mindset

Education

Bachelor's degree in Finance/Economics/Commerce/Accounting/Financial Planning or related

Tools

Microsoft Office

Excel

Word

Job description

• Join one of Australia's most respected wealth management firms and kick-start your career in a supportive, high-performing team.
• Learn from experienced advisers and investment professionals who are passionate about coaching and developing future talent.
• Gain hands-on exposure to wealth management, investments and financial advice while building a long-term career in the industry.

For more than 180 years, JBWere has partnered with successful individuals, families, businesses and for-purpose organisations to help protect, grow and transfer wealth across generations. Our advisers are trusted for the depth of their relationships, investment expertise and ability to navigate complex financial decisions, empowering clients to create enduring outcomes and realise their legacy.

As a Wealth Associate, you'll join a team of experienced Wealth Advisers and gain firsthand exposure to wealth management, investments and financial advice. Supporting successful individuals, families, executives and for-purpose organisations, you'll develop valuable industry knowledge while building the foundations for a long-term career in wealth management.

You’ll build your career by:

• Learning the foundations of wealth management while working alongside experienced advisers.
• Supporting client reviews, portfolio administration and investment-related activities.
• Building meaningful relationships with clients and colleagues through proactive communication and exceptional service.
• Gaining firsthand exposure to investment markets, portfolio construction and financial advice processes.
• Accelerating your development through hands-on coaching, mentorship and exposure to experienced wealth management professionals.

You’ll thrive in this role if you have:

• A recently completed or soon-to-be completed degree in Finance, Economics, Commerce, Accounting, Financial Planning or a related discipline.
• A genuine interest in wealth management, investments and financial markets, with a desire to build a long-term career in the industry.
• Strong communication and interpersonal skills, with the ability to build relationships and deliver great client experiences.
• High attention to detail and strong organisational skills.
• A proactive mindset, willingness to learn and the initiative to take ownership of your development.
• Proficiency in Microsoft Office, particularly Excel and Word.

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, including enhanced leave options, wellbeing support, access to NAB Perks, and ongoing career development opportunities.

• enhanced leave options
• wellbeing support
• access to NAB Perks
• ongoing career development opportunities