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Adviser Support - JBWere (Brisbane CBD)

JuniorMid levelFull-timeOfficePerth WA, AustraliaAdministrationCustomer service and supportWealth managementPosted 1 month ago
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About the job

This job is about joining a high-performing team in Wealth Management, where you will partner with Advisers to provide exceptional service to clients. The impact of your work will be felt as you help protect and grow the wealth of Australia's most successful families and organisations. Collaboration and innovation are at the heart of how the team operates, fostering a supportive environment where everyone can thrive.

You'll be responsible for

❤️

Strengthening client relationships

Enhancing connections through exceptional communication and deep rapport-building.
📊

Supporting advisers

Applying critical thinking to contribute to portfolio insights and strategic recommendations for high-net-worth clients.
🔄

Coordinating workflows

Managing schedules and streamlining activities to ensure smooth operations.

Key criteria

📈

Wealth management experience

Demonstrated experience in Wealth Management and investment processes.

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🗣️

Exceptional communication skills

Strong interpersonal skills with a client-service focus.

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📊

Interest in investments

Relevant education or experience in finance or investment fields.

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Meet the team

About the company

View your fit

5 criteria for this job
Wealth management experience
Demonstrated experience in Wealth Management and investment processes.

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Exceptional communication skills
Strong interpersonal skills with a client-service focus.

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Interest in investments
Relevant education or experience in finance or investment fields.

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High accuracy and accountability
Ability to manage risk and ensure compliance effectively.

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Proficiency in MS Office
Strong skills in Excel and Word for efficient workflow.

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A meaningful career starts with a match

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