Financial Services Consultant

3 days ago


City of Canada Bay Council, Australia St Trinity Property Group Full time
Job Description:

As a Wealth & Property Investment Advisor at St Trinity Property Group, you will be responsible for providing expert financial guidance and advice to clients in the areas of wealth management and property investment. Your key objective will be to assess clients' financial situation, risk tolerance, and investment goals, and recommend and implement tailored investment strategies that align with those goals.

Key Responsibilities:
  • Assessing clients' financial situation, risk tolerance, and investment goals
  • Recommending and implementing investment strategies that align with clients' goals
  • Monitoring and managing clients' investment portfolios
  • Providing ongoing advice and support to clients
  • Communicating regularly with clients to keep them informed of their investment progress

Requirements:
  • Strong understanding of financial markets and investment strategies
  • Excellent communication and interpersonal skills
  • Proven track record of success in the financial services industry
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team


  • City of Moreton Bay, Australia Australia and New Zealand Banking Group Limited Full time

    About UsAustralia and New Zealand Banking Group Limited is a leading financial services provider with a strong commitment to customer satisfaction. Our company culture values inclusivity, respect, and diversity, making us an attractive employer for talented individuals.Job OverviewThe S&S Banking Consultant role at our Kippa Ring branch requires a highly...


  • City of Yarra, Australia Dutton Financial Services Full time

    The Financial Services Growth Specialist will play a pivotal role in expanding our client base by focusing on retained finance customers. The ideal candidate will create and execute comprehensive growth strategies while engaging closely with Retail Sales teams to amplify sales within our dealerships.About Your Key AccountabilitiesDriving Strategic Growth...


  • City of Canada Bay Council, Australia Aussie Full time

    Required Skills and QualificationsTo achieve success as a broker, you'll need:A Certificate IV in Finance and Mortgage Broking. If you don't have your Cert IV, we will guide you on how to obtain itA background in sales or customer service. While Previous experience in mortgage broking or lending is advantageous, full training will be providedDrive and...


  • City of Greater Geelong, Australia Caterpillar Financial Services Corporation Full time

    The RoleOur Finance team is currently seeking a highly skilled Credit Analyst to join us in Tullamarine.You will be responsible for reviewing the credit history, profitability and liquidity of clients to assess the risk level involved in credit extension or money lending.You will also consult with customers to verify financial and credit transactions;...


  • Shire of Esperance, Australia Old Mutual Full time

    Aspiring Financial AdvisorWe are seeking a dynamic individual who aspires to be a financial advisor. The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending suitable solutions.The ideal candidate should have a strong passion for...


  • City of Whittlesea, Australia Uniting Limited Full time

    About the JobThe Uniting Energy Support Program is seeking an experienced Financial Inclusion Consultant to join its team. As a Financial Inclusion Consultant, you will deliver tailored energy efficiency information, support and advocacy to individuals and families who find themselves in financial difficulties related to utility issues. This support is...


  • Randwick City Council, Australia CANDOR Recruitment Full time

    About UsCANDOR Recruitment is a leading recruitment agency specializing in financial services and investment advice positions.We are currently seeking a talented Financial Planner to join our network of professionals.This exciting role offers the opportunity to work with an established boutique financial advice firm in Maroubra.As a Financial Planner, your...


  • City Of Canada Bay Council, Australia St Trinity Property Group Full time

    Job OverviewSt Trinity Property Group is a leading Prop Tech business specializing in new residential and off-the-plan properties. We prioritize your growth with ongoing support and development, fostering a collaborative culture that enhances the buyer experience.About UsWe integrate smart technology to drive efficiency and provide high-quality leads for our...


  • City of Greater Geelong, Australia Caterpillar Financial Services Corporation Full time

    About UsCaterpillar Financial Services Corporation is a world-leading manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. Our mission is to make sustainable progress possible and drive positive change.JOB DESCRIPTIONYour Work Shapes the World at Caterpillar Inc. When you...


  • City Of Canada Bay Council, Australia Orchard Talent Group Full time

    Your Opportunity This is a critical role ensuring the continued impact of Lifestart by lifting the capability of finance and technology functions whilst leading and supporting the broader team to deliver the required growth for success.We're looking for an astute commercial leader capable of identifying and optimising revenue generation and resource...


  • City Of Canada Bay Council, Australia Orchard Talent Group Full time

    Your Opportunity This is a critical role ensuring the continued impact of Lifestart by lifting the capability of finance and technology functions whilst leading and supporting the broader team to deliver the required growth for success.We're looking for an astute commercial leader capable of identifying and optimising revenue generation and resource...


  • City Of Canada Bay Council, Australia Orchard Talent Group Full time

    Lifestart is a highly regarded not-for-profit organisation supporting children and young people (0-24 years of age) with a disability and their families and carers, to be part of everyday life in their community.Our mission is to empower individuals to reach their full potential, and we're seeking a skilled leader to help us achieve this goal. As our Chief...


  • Canada Bay, Australia Orchard Talent Group Full time

    Your Opportunity This is a critical role ensuring the continued impact of Lifestart by lifting the capability of finance and technology functions whilst leading and supporting the broader team to deliver the required growth for success. We're looking for an astute commercial leader capable of identifying and optimising revenue generation and resource...


  • City of Glen Eira, Australia Meron Financial Agency Full time

    Why Choose Meron Financial Agency?Are you a top performer but not being paid like one? Or maybe you are paid well but sacrificing time with your loved ones? At Meron Financial Agency, we believe you shouldn't have to choose between financial success and personal freedom. We're a leading firm committed to empowering individuals and businesses to achieve their...


  • Willoughby City Council, Australia CareerArc Full time

    About Mastercard's CareerArcCareerArc is a career-focused company that delivers end-to-end solutions for diverse global customer bases. Our agile team combines cutting-edge technologies with expert knowledge to provide clients with powerful strategic insights and recommendations.About the JobThe Associate Management Consultant will work closely with a key...


  • City of Greater Geelong, Australia Caterpillar Financial Services Corporation Full time

    Career Area: SalesJob Description:Your Work Shapes the World at Caterpillar Inc.When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress...


  • Liverpool City Council, Australia Consulting Services Full time

    Consulting Services is seeking an experienced Estimation and Bidding Manager - Consulting Services to join their team. As an estimation and bidding manager, you will play a crucial role in developing and implementing bidding strategies to secure new business opportunities.About the Company:Our company prides itself on being one of Australia's leading...


  • City of Casey, Australia Australia and New Zealand Banking Group Limited Full time

    Are you passionate about delivering exceptional customer experiences? Do you have a strong desire to learn and grow with our organisation?About the RoleThis Casual Banking Consultant role is based in our Cranbourne VIC branch and forms part of our Australia Retail team. As a key member of the team, you will be responsible for providing customers with a...


  • City of Greater Geelong, Australia Caterpillar Financial Services Corporation Full time

    Key ResponsibilitiesSome of your key responsibilities will include:Reviewing the credit history, profitability and liquidity of clients to assess the risk level involved in credit extension or money lending.Consulting with customers to verify financial and credit transactions; responding to customer inquiries and resolving customer complaints.Communicating...


  • Willoughby City Council, Australia CareerArc Full time

    Job OverviewSenior Data Science Consultant/Director, AI Strategy (Financial Services) Position OverviewWe are looking for an experienced leader to join our team as a Senior Data Science Consultant, AI Strategy. The role will be responsible for developing long-term strategies to build AI solutions and implementing AI solutions that transform how clients...