Adviser Support - Strategic Financial Planning SpecialistWhether 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 roleAt 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 forRecommend improvements to optimize and improve financial performance and development of strategic long-term plansOperational and Financial ReportingAnalyze financial data to prepare timely reports to support business decisionsAnalyze data to create financial models that support planning and projectionsSkills you'll needWorks with others by being open, clear in communication and listening to achieve goalsNumerical problem solvingWorks with numerical information and performs mathematical calculations to solve problemsCritical thinkingIdentifies and synthesizes patterns and trends amongst various sources of information to reach a meaningful conclusion, perspective or insightMeet the teamFinance, 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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