- Permanent full-time opportunity based at our Sydney CBD office.
- Be part of a high-performing and collaborative team that’ll uplift your career in Wealth Management.
- Partner with our Advisers to provide the best service to our customers and communities.
Our people are customer obsessed. They work in close partnership to prioritise customer needs and deliver exceptional outcomes. This collaborative mindset enables innovation and builds enduring customer relationships supporting our ambition to be the most customer‑centric company in Australia and New Zealand.
In the role of an Adviser Support, you will join the Advice NSW Team to work with Australia’s most successful families, corporates and for-purpose organisations to help protect and grow their wealth and realise their legacies.
You’ll make an impact each day by:
- 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 teams schedule, ensuring every detail aligns perfectly with their goals.
You’ll bring to this role:
- Experience in business management, executive office, or adviser support within Financial Services, Private Wealth, or Stockbroking.
- Demonstrated experience in strategic financial planning, with a genuine interest in the field.
- Confidence working with data and presenting insights to senior stakeholders.
- Understanding of advice regulatory, governance and compliance obligations.
- Strong organisational and administrative capability, with high attention to detail.
- A proactive, resilient, and outcome-focused mindset.
A diverse and inclusive workplace works better for everyone
We know that when our colleagues feel valued and celebrated for who they are, our customers experience banking that’s fairer, more accessible, and designed with who they are in mind. That’s why we’ve built a culture of inclusion and respect, where colleague voices are heard and valued, and everyone is supported to bring their authentic selves to work.
For details on the recruitment process, and accessibility, or alternate methods to apply for this role, please visit https://www.nab.com.au/about-us/careers/apply-for-job. To discuss adjustment requirements, please contact the NAB Careers team via [email protected] (please reference job number) or visit our Careers page through the link above for other contact options.
Join JBWere
At NAB, we’re committed to supporting our colleagues with a comprehensive range of benefits designed to help you thrive both professionally and personally, including enhanced leave options, wellbeing support, access to NAB Perks, and ongoing career development opportunities. Please note, candidate screening and interviews may be conducted prior to the closing date of the advertisement, so we encourage you to apply as soon as possible. Unsolicited CVs from agencies will not be accepted.
