Analyst
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
You will be responsible for coordinating Adviser team(s) to successfully service clients by providing outstanding administrative support increasing team efficiencies and meeting all compliance obligations. You will have a strong focus on client communication and engagement to support the generation and retention of team revenue
- Opportunity to join JBWere providing support to Advisers
- Outstanding opportunity to build and progress your career
- Canberra CBD location
Our people are client obsessed. They prioritise the needs and satisfaction 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.
Each day youll go above and beyond to:
- Service existing client relationships and maintain an excellent and consistent client experience.
- Demonstrate a good understanding of and be able to communicate financial market updates investment ideas and asset allocation.
- Accurately execute trades as instructed by Adviser Team/s and in accordance with your LOA provisions.
- Produce SOAs (Statement of Advice) and pitch documents and marketing material.
- Establish and maintain client accounts.
- Monitor and maintain the 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 as required.
- Assist in the management of IPOs Placements and 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 retention acquisition and cross referral opportunities.
Were looking for the best and brightest to deliver the best for our customers. Youll need:
- A relevant tertiary qualification and/or industry accreditation such as FASEA accredited AQF7 Bachelor Degree or FASEA approved post graduate tertiary pathway qualification preferred.
- Demonstrated understanding 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 a quick learner with strong analytical skills.
- Proficiency in MS Office Excel Word and ideally IRESS.
- Strong interpersonal skills and demonstrated client service ethic.
- Excellent verbal and written communications skills.
We respectfully ask candidates to hold any questions for the phone interview where well discuss the role in detail and answer any questions. This helps to ensure a focussed efficient and fair application process. The talent acquisition team looks forward to addressing all inquiries at that time if your application progresses.
A diverse and inclusive workplace works better for everyone
We know that our people make us who we 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 understoodrespectedand celebrated. We are committed to providing an environment where you can work your way.
For details on the recruitment process and accessibility or alternate methods to apply for this role 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
- ArcGIS
- Intelligence Community Experience
- GIS
- Python
- Computer Networking
- Data Collection
- Intelligence Experience
- R
- Relational Databases
- Analysis Skills
- Data Management
- Application Development
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.
