Analyst/Senior Analyst | Operational Resilience and Third-Party Risk
Analyst/Senior Analyst | Operational Resilience and Third-Party Risk Join our Operational Resilience Team in Sydney and play... more info
Analyst - JB Were
Salary:
100.00 - 125.00
Posted:
18-01-2025
Category:
Risk Management Quantitative Analysis
Sydney,
Job Description
Secondment role until end of November 2025 You’ll be part of a collaborative & high performing team Provide the best wealth management and investment advice to their ultra-high net worth clients Be supported to grow your career at NAB In this Analyst role you will: Provide a high level of administrative support to the team and responding to client queries in an efficient and effective manner Establish and maintain client accounts Monitor and maintain the Sophisticated Investor Register, Account Categorisation, Client Risk Profiling, and Statement of Advice Proactively manage risk and compliance Manage the team/s prospects and opportunities, ensuring Salesforce is up-to-date, and providing the advice team with reporting as required Arrange and manage the team/s schedule and team events as required Liaise with Operations as required to facilitate workflow Assist the team/s in preparing Records of Advice (ROA) and Statements of Advice (SOA), pitch documents, portfolio reviews and marketing material What you'll bring: Solid experience in a support role in Wealth Management, with preferred experience in stock broking Proficient in using MS Office, Excel and Word Strong interpersonal skills and demonstrated client service ethic Excellent verbal and written communications skills Ability to plan and prioritise to meet deadlines in a fast-paced environment Be proactive and able to work autonomously Bachelor degree or relevant industry accreditation desirable A diverse and inclusive workplace works better for everyone. We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated. Build your career with NAB. At NAB, we encourage our colleagues to invest in their skills, experiences and careers. To put your best application forward, we recommend firstly reviewing the job advertisement and the Role Purpose Statement (also known as the position description – this is linked to the job advert). This will give you a clear idea of what the role entails. If the opportunity excites you and aligns with your career aspirations, you should seek your People Leader’s endorsement and apply. Note: all NAB colleagues are encouraged to have a minimum of 18 months tenure in their current role. Feel free to reach out to the Talent Acquisition Team with questions but please note, to ensure we run a fair and equitable process for all colleagues, we’ll often guide you to apply through the process outlined above. #J-18808-Ljbffr
Job Details
Salary: 100.00 - 125.00
Posted: 18-01-2025
Category: Risk Management Quantitative Analysis
Sydney,
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