Property Sales Consultant

2 weeks ago

Liverpool, Australia St Trinity Property Group Full time
Property Sales Consultant

As a Property Sales Consultant, your primary responsibility will be to offer comprehensive financial guidance and consultancy to our clients within wealth management and property investment. This role involves evaluating clients' financial positions, risk tolerance, and investment goals to recommend and execute suitable investment strategies. You will oversee and administer clients' investment portfolios, providing ongoing support and communication to keep clients informed about their investment progress. Staying updated on market trends, regulations, and developments in wealth management and property investment is essential. The ideal candidate should have a strong understanding of financial markets, investment strategies, and property investment, along with excellent communication and interpersonal skills.

Key Responsibilities:
  • Assess clients' financial situations, risk tolerance, and investment goals.
  • Develop and implement personalized investment strategies aligned with client objectives.
  • Monitor and manage clients' investment portfolios diligently.
  • Provide continuous advice and support throughout clients' financial journey.
  • Maintain regular communication with clients regarding their investment progress.
  • Stay informed about market trends, regulations, and relevant information in wealth and property investment.
  • Build and nurture strong, lasting relationships with clients.
  • Achieve and exceed company performance and revenue targets.
  • Identify and pursue new business opportunities to expand the client base.
  • Ensure compliance with industry regulations and internal policies.
Requirements:
  • Strong knowledge of financial markets and investment strategies.
  • Excellent communication and interpersonal skills.
  • Proven success in the financial services industry.
  • Analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
  • Proficiency with relevant software and technology.
  • Deep understanding of wealth and property investment.
  • Ability to work under pressure and meet deadlines.
  • Commitment to continuous learning and professional development.
  • Willingness to travel within Wollongong.
Benefits:
  • Competitive salary and attractive benefits.
  • Performance-based bonuses and incentives.
  • Opportunities for career growth and development.
  • Supportive and collaborative work environment.
  • Access to advanced tools and resources.
  • Work with a diverse client base across industries.
  • Participation in industry conferences, training, and networking events.
  • Opportunity to positively impact clients' lives through expert financial guidance.
Additional Details:
  • Seniority level: Associate
  • Employment type: Full-time
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