Client Advice Associate
Share
Job Location:
Monthly Salary:
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Job Summary
- Opportunity to joinJBWereproviding support to Advisers
- Outstanding opportunity to build and progress your career
- Perth CBD location
Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.
Each dayyoullgoabove and beyondto:
- Service existing client relationships andmaintainan excellent and consistent client experience.
- Demonstrate a good understanding of and be able to communicate financial market updates investmentideasand asset allocation.
- Accurately execute trades as instructed by Adviser Team/s andin accordance withyour LOA provisions.
- ProduceSOAs (Statement of Advice)andpitch documents and marketing material.
- Establish andmaintainclient accounts.
- Monitor andmaintainthe Sophisticated Investor Register Account Categorisation Client Risk Profiling and Statement of Advice (where applicable) to ensure all compliance obligations are met.
- Management of the team/s prospects and opportunities ensuring Salesforce is up-to-date and providing the advice team with reporting asrequired.
- Assistin the management of IPOsPlacementsand other capital raisings including client allocation provision of client documentation and efficient settlement to ensure advice team/s meet commitment.
- Co-ordinate team/s client and prospect events to support client retentionacquisitionand cross referral opportunities.
Werelooking for the best and brightest to deliver the best for our :
- A relevant tertiary qualification and/or industry accreditation such as FASEA accredited AQF7Bachelor Degreeor FASEA approved post graduate tertiary pathway qualification preferred.
- Demonstratedunderstanding and interest in financial markets.
- Proven knowledge and understanding of the financial services industry and regulatory environment preferred.
- Ability to work in a fast-paced investment environment be proactive and have an eye for detail.
- To be aquick learner with strong analytical skills.
- ProficiencyinMS Office Excel Word and ideally IRESS.
- Strong interpersonal skills anddemonstratedclient service ethic.
- Excellent verbal and written communications skills.
A diverse and inclusive workplace works better for everyone
We know that our people make us who we are. Thats why we have built a culture of equity and respect where everyone feels valued and appreciated for being their authentic partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment where all NAB 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 To discuss adjustment requirements please contact the NAB Careers team via (please reference job number) or visit our Careers page through the link above for other contact options.
Join NAB
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.
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
NAB personal banking services include online banking, bank accounts, credit cards, home loans and personal loans. We’re here to help you with more than money.
