JBWere is a leading private wealth management firm operating across Australia and New Zealand. For 179 years we have been delivering sophisticated investment and wealth management solutions to a diverse client base – we strive every day to fulfil our core purpose: to give our clients the confidence to do what matters.
At JBWere, we believe success comes from our people. We're committed to supporting your talent and skills through your career, as you help us build a culture that affects change for our customers and for the community too.
We have an exciting opportunity for an to join our JBWere Client Services team. Reporting into the Head of Client Services, the Lead Financial Control role is designed to lead day to day operations of the Financial Control team. This key role will ensure services are delivered to internal and external clients to a best in industry standard by developing innovative new processes, approaches and landing change into daily operations. The other core focus is to drive a high performing team culture with best in class staff engagement.
Day to day you will:
You are an experienced finance professional (preferably wealth management background) with a proven ability to lead a team and efficiently manage processes that meet detailed requirements in a way that engages the hearts and minds of those involved. You should be able to demonstrate:
To be successful in this role you will have relevant tertiary qualifications in a related discipline and demonstrated experience in financial services. Strong business acumen and excellent communication skills are essential, with ability to engage and influence senior stakeholders. Your strong execution capability, coupled with the ability to drive key priorities and deliver results will ensure your success in this role.
What we can offer:
The successful candidate will join a driven and resilient team focused on offering a pragmatic approach. This role will ensure you are exposed to many aspects across JBWere & NAB and enable you to maximise your stakeholder engagement and demonstrate your proven execution capability.
From education and volunteer leave to learning benefits and banking discounts, we offer access to a wide range of employee benefits. You can learn more about these at http://www.nab.com.au/about-us/careers/working-at-nab/benefits
We embrace diversity of thought, style and working arrangement to ensure our workforce is representative of the community that we service.
Have a chat to us about how our support of workplace flexibility can work for you.
How to apply
To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status. Please apply via the link.
Please note, candidate screening and interviews may take place prior to the advertised close date.