Advisor Support

Work type: Permanent Full time Region: NSW- Sydney CBD

Advisor Support – Wealth Management
Deliver top-notch client service, administrative and marketing support that drives success! Be the backbone that ensures smooth operations.

We are empowered to make a positive difference for clients and communities.
Everyone is given the opportunity to learn, grow and achieve.
Be supported to grow your career.

In this role, you will:

Focus on enhancing client relationships by forging strong connections and deliver exceptional communication that elevates every interaction.
Build rapport and create meaningful engagement to deepen trust and drive long-lasting partnerships.
Safeguard the business by actively managing risk and ensuring full compliance.
Collaborate seamlessly with the advice and operations teams to ensure a smooth and efficient workflow.
Be the vital link that keeps everything running like clockwork, driving coordination and optimising processes for maximum productivity.
Curate and organise the team's schedule, ensuring every detail aligns perfectly with their goals.

What you'll bring:

Solid foundation and a genuine passion for financial markets.
Experience across a professional service environment.
Economics and/or finance tertiary qualification.
Exceptional written and verbal communication skills.
Strong attention to detail.
Proactiveness and ability to work autonomously.
Strong application of interpersonal and rapport-building skills.

JBWere is one of Australia's leading wealth managers; we strengthen the financial standing of clients through bespoke wealth and investment strategies.
JBWere is committed to supporting your talent and skills throughout your career, as you help us sustain a culture that affects positive change for both our clients and the broader community.

#J-18808-Ljbffr