Job Description
Overview
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Permanent full-time chance 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.
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About the role
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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.
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Responsibilities
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Strengthen client relationships through exceptional communication, meaningful engagement, and deep rapport‐building.
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Support advisers by applying critical thinking and contributing to portfolio insights, investment analysis, and strategic recommendations for high‐net‐worth (HNW) clients.
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Safeguard the business by proactively managing risk and ensuring full compliance across investment‐related activities.
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Coordinate seamlessly with the advice and operations teams to maintain smooth workflows and optimise processes.
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Act as the central point of coordination by managing schedules, streamlining activities, and keeping everything running efficiently.
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Qualifications
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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.
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Experience in Wealth Management, including administrative support, governance, and familiarity with investment processes.
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Exceptional communication and interpersonal skills, with a demonstrated client‐service ethic.
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High accuracy, accountability, and efficiency, with the ability to plan, prioritise and thrive in a quick‐paced workplace.
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Proficiency in MS Office (Excel and Word), strong rapport‐building skills, and ideally familiarity with JBWere systems, processes, and structure.
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Diversity & Inclusion
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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. 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.
J-18808-Ljbffr
📌 Adviser Support, Jbwere Canberra, Act
🏢 NAB
📍 Canberra