Client Advice Associate
vor 1 Woche
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 day,you'llgoabove and beyondto : 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 SOA's (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 IPO's, 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. We'relooking for the best and brightest to deliver the best for our customers.You'llneed : 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 communication skills. A diverse and inclusive workplace works better for everyone We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In 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. #J-18808-Ljbffr
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Client Advice Associate
Vor 5 Tagen
Perth, Österreich NAB VollzeitOverview Opportunity to join JBWereproviding support to Advisers Outstanding opportunity to build and progress your career Perth CBD location Responsibilities Each day you’ll 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...
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Client Advice Associate
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Perth, Österreich National Australia Bank VollzeitOpportunity 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...
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