Advisor Support Wealth Management
Advisor Support Wealth Management
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Job Description
Advisor Support Wealth Management
Deliver topnotch client service administrative and marketing support that drives success! Be the backbone that ensures smooth operations.
We areempowered to make a positive difference for clients and communities
Everyone is given the opportunity to learn grow andachieve.
Be supported to grow your career
In this role you will..
Focus on enhancing client relationships by forging strong connections and deliver exceptional communication that elevates every interaction
Build rapport and create meaningful engagement to deepen trust and drive longlasting partnerships
Safeguard the business by actively managing risk and ensuring full compliance
Collaborate seamlessly with the advice and operations teams to ensure a smooth and efficient workflow
Be the vital link that keeps everything running like clockwork driving coordination and optimising processes for maximum productivity
Curate and organise the teams schedule ensuring every detail aligns perfectly with their goals
What youll bring..
Solid foundation and a genuine passion for financial markets
Experience across a professional service environment
Economics and/or finance tertiary qualification
Exceptional written and verbal communication skills
Strong attention to detail
Proactiveness and ability to work autonomously
Strong applier of interpersonal and rapport building skills
JBWere is one of Australias leading wealth managers; we strengthen the financial standing of clients through bespoke wealth and investment strategies.
JBWere are committed to supporting your talent and skills throughout your career as you help us sustain a culture that affects positive change for both our clients and the broader community.
Required Experience:
Unclear Seniority
Employment Type
Advisor
