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Adviser Support - JBWere (Melbourne CBD)
- Permanent full-time opportunities based in our CBD offices.
- 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.
In the role of Adviser Support, you will join a 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.
Each day, you’ll go above and beyond to:
- 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.
We’re looking for the best and brightest to deliver the best for our clients. You’ll need:
- 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 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 JBWere colleagues’ unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.
For details on the recruitment process and accessibility, please visit:
https://www.nab.com.au/about-us/careers/apply-for-job
To discuss adjustment requirements, please contact the NAB Careers team via nab.careers@nab.com.au (please reference job number) or visit our Careers page through the link above for other contact options.
Join JBWere
If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.
Advertised: AUS Eastern Daylight Time
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