Real Estate Investment Specialist

2 weeks ago

City of Canada Bay Council, Australia Liviti Full time
North Strathfield, Australia | Posted on 10/31/2024

The Real Estate Investment Specialist will provide expert financial guidance in wealth management and property investment. This role involves evaluating clients' financial situations, risk tolerance, and investment objectives, as well as recommending and implementing tailored investment strategies. The specialist will actively monitor and manage client portfolios, offering continuous support and communication to keep clients updated on their investment progress. Staying informed about market trends, regulations, and relevant information in wealth management and property investment is essential. The ideal candidate should possess a solid understanding of financial markets and investment strategies, along with strong communication and interpersonal skills.

Key Responsibilities:

- Evaluate clients' financial situations, risk tolerance, and investment goals.
- Recommend and implement investment strategies aligned with clients' objectives.
- Monitor and manage client investment portfolios.
- Provide ongoing advice and support to clients.
- Maintain regular communication with clients to update them on investment progress.
- Stay current on market trends, regulations, and information related to wealth management and property investment.
- Build and maintain strong client relationships.
- Achieve performance and revenue targets set by the company.
- Identify new business opportunities and grow the client base.
- Ensure compliance with industry regulations and internal policies.

Requirements:

- Strong understanding of financial markets and investment strategies.
- Excellent communication and interpersonal skills.
- Proven success in the financial services industry.
- Strong analytical and problem-solving abilities.
- Ability to work independently and collaboratively.
- Proficiency in relevant software and technology.
- Knowledge of compliance with industry regulations and policies.
- Solid understanding of wealth and property investment.
- Capability to work under pressure and meet deadlines.
- Commitment to continuous learning and professional development.

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