Adviser Support
JBWere NZ Pty Ltd
Wellington, Newzealand
4d ago
source : Hireejobs

Adviser Support At JBWere we believe success comes from our people Were committed to supporting your talent and skills through your career as you help us build a culture focused solely on helping our clients and in partnership with them the broader community JBWere is a leading private wealth management firm operating across New Zealand and Australia For 179 years we have been delivering sophisticated investment and wealth management solutions to a diverse client base our core purpose being to provide our clients with the confidence to do what matters The JBWere Adviser Support team provides support to Private Wealth Management PWM Advisers to ensure exceptional client service The Adviser Support role is broadranging with responsibility for supporting PWM Advisers event management office administration and daytoday operational tasks Supporting four PWM Advisers you will ensure smooth onboarding of new clients according to company and regulatory guidelines You will coordinate the transfer of assets produce and distribute client correspondence monitor settlements debit balances and other daily reports Manage incoming calls meet and greet visitors handle mail and email client correspondence and place orders accurately and in a timely manner on behalf of the PWM Advisers you support Our ideal candidate is a professional person who has a genuine desire to play a strong support role You will be resilient and relish working in a highperformance culture be a motivated selfstarter with a cando approach have excellent communication skills both written and verbal and a client first mindset You are highly numerically proficient has high attention to detail along with an understanding of financial markets and how they operate including regulatory knowledge such as AML and other industry specific Compliance Additional Application Criteria Please ensure a cover letter is included within your application which details why you are the best person for this role and why you wish to work for JBWere NZ Applications will be reviewed as received Applications close 11 October 2019 Only people with the right to work in New Zealand may apply

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