Wealth Associate recruitment
At NAB, it's all about our people reaching their full potential and in NAB Wealth that means transforming talent into leadership.
At NAB Private Wealth Advisory, our wealth professionals deliver an advice, relationship service proposition to all of our clients in the Ultra and High Net Worth segments. The Wealth Advisory Planning team provide our clients with access to a full spectrum of wealth services, tailored advice and investments.
NAB Private Wealth Advisory has a fantastic opportunity for an experienced financial planning assistant/paraplanner to join the Melbourne team as a Wealth Associate. This role is critical in ensuring existing clients receive the highest service standards whilst the Senior Wealth Adviser can focus on new business. Client satisfaction is paramount leading to consistent advocacy for our services. The role requires an absolute desire to serve a genuine interest in assisting and being relevant in the financial lives of our clients.
As a Wealth Associate, your focus will be around:
- Preparing comprehensive reviews for full fee paying clients including; cash flow analysis, investment research, platform (MK/MLC Wrap) reporting and insurance
- Collating information for preparation of comprehensive financial plans
- Dealing with advice related questions from clients
- Assisting in research and advice for specific investment actions eg; capital raisings, share buy backs, new investment offerings
- Monitoring investment strategy opportunities
- Reviewing Adviserpoint/ Interact weekly and update the team on important information
- Client meeting scheduling and confirmations
- Information validation and timely processing of applications
- Accessing and responding to advisor's email inbox when required
Preferred applicants will be able to demonstrate the following:
- Strong client focus
- Excellent organisational and time management skills essential
- Attention to detail
- Experience with web based applications and Microsoft Office applications required
- Good written and verbal communication skills essential in order to engage confidently with colleagues, peers and external parties
- Experience in finance, preferably a financial planning practice
- Experience with financial planning software, including modelling (i.e. Visiplan) is preferred
- Completion of the Diploma of Financial Services (Financial Planning) is desired but not mandatory.
NAB Private Wealth is Australia's leading private bank and one of the country's most trusted wealth advisers. This is your chance to join a team of specialists who strive to achieve the best outcomes for our clients.
To be eligible to apply, you must be an Australian / New Zealand citizen or hold permanent residency status in Australia.
Click 'Apply' below to submit your application, or contact Victoria Kilgour-Carter, Recruitment Consultant NAB Wealth on 02 8220 5442 for a strictly confidential discussion.