Adviser Support - Strategic Financial Planning Specialist Whether your goals are big or small, we're here to help. More than money.
Finance and accounting
Full-time
Office | Melbourne, VIC, Australia
Junior · A role for someone with some basic skills, good motivation and ability to learn. Typically 1-2 years of experience is required.
We exist to serve our customers and help our communities prosper. We're focused on what matters most and here to support you with your banking needs in any way we can. We're open for business.
About the role At JBWere, our heart might be over 180-years-old, but our head is in the 21st century and we are committed to supporting your talent and skills throughout your career.
Adviser Support in Wealth Management - Permanent full-time position - Role based in Melbourne CBD
JBWere is one of Australia's leading providers of wealth management services.
What you'll be responsible for Recommend improvements to optimize and improve financial performance and development of strategic long-term plans Operational and Financial Reporting Analyze financial data to prepare timely reports to support business decisions Analyze data to create financial models that support planning and projections Skills you'll need Works with others by being open, clear in communication and listening to achieve goals Numerical problem solving Works with numerical information and performs mathematical calculations to solve problems Critical thinking Identifies and synthesizes patterns and trends amongst various sources of information to reach a meaningful conclusion, perspective or insight Meet the team Finance, Corporate and Institutional Banking - NAB
The purpose of this team is to produce and provide commercial financial insight, analysis and recommendations to drive and improve performance, including planning & forecasting and external reporting for Corporate and Institutional Business at NAB.
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