Senior Associate/ Associate Managed Portfolio Specialist

• Shape the future of investing for our customers

• Be the trusted investment specialist customers turn to for support and guidance 

• Deliver expertise that empowers better investment decisions

In the role of Senior Associate/ Associate, you will join the nabtrade Growth team that’s doubling down on customer obsession.  

You’ll make an impact each day: 

• Act as a subject matter expert for investment solutions and customer servicing, providing guidance to customers, bankers and internal stakeholders.  

• Support the growth and evolution of nabtrade's investment offering and customer experience.  

• Deliver exceptional customer service by managing enquiries, resolving complex issues and providing timely solutions.  

• Partner with bankers and relationship teams to identify opportunities and support customer investment needs.  

• Educate stakeholders on product features, processes and customer benefits to drive engagement and adoption.  

• Collaborate with product, operations, risk and technology teams to ensure effective delivery and servicing of the offering.  

• Maintain strong governance, compliance and operational risk standards across all activities.  

We’re looking for the best and brightest to deliver the best for our customers. You’ll need:    

• Strong knowledge of investment products and financial markets 

• Excellent communication and relationship-building skills with customers, bankers and stakeholders.  

•  Strong customer service and relationship management skills within the banking, wealth or financial services industry. 

• Confidence delivering general advice within regulatory, risk and compliance frameworks, including ASIC RG146 accreditation   

• Digital proficiency and the ability to support customers to confidently navigate and self-serve through online platforms.  

• Tertiary qualifications in Finance, Business, Economics, Banking or a related discipline are highly regarded 

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. We are committed to providing an environment where you can work your way.   

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 ***********@nab.com.au (please reference job number) or visit our Careers page through the link above for other contact options.   

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.   

Looking for career advice?   
   
We’re excited about your interest in this opportunity! For personalised career advice and to discuss your growth within NAB, please speak with your People Leader. They know your journey best and can offer the most relevant support and guidance. Additionally, please visit CareerU or Careers at NAB for useful tips and tools. Our Talent Acquisition Consultants are dedicated to the hiring process and will not have the full picture of your career path.     

We wish you the best of luck with your application! Application updates will be shared with you from PageUp (our recruitment system). We recommend you filter our current opportunities to your preferred location before applying.  If you require any adjustments to the recruitment process or the role, please let the Talent Acquisition Consultant know.    

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