Senior Wealth Management and Property Investment Advisor

3 days ago

Sydney, New South Wales, Australia beBeeSpecialist Full time $75,000 - $128,000
Marketing Specialist

This role involves providing expert financial guidance in wealth management and property investment. The specialist will evaluate clients' financial situations, risk tolerance, and investment objectives, recommending and implementing tailored investment strategies. Continuous support and communication are key to keeping clients updated on their investment progress.

The ideal candidate should possess a solid understanding of financial markets and investment strategies, as well as strong communication and interpersonal skills. They will be responsible for evaluating clients' financial situations, recommending investment strategies, monitoring and managing client portfolios, providing ongoing advice and support, maintaining regular communication with clients, and staying current on market trends, regulations, and information related to wealth management and property investment.

  • 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

Requirements:

  • Relevant tertiary qualification in finance, business, real estate, or a related discipline
  • Professional accreditation in financial planning or property investment (highly regarded)
  • Several years of proven experience in investment advisory, real estate project marketing, and sales
  • Demonstrated success in building client relationships and achieving performance targets
  • Strong understanding of financial markets, wealth management principles, and property investment strategies
  • Familiarity with industry regulations and compliance requirements
  • Exceptional communication, negotiation, and analytical skills
  • Ability to provide clear, tailored advice to clients
  • Proficiency in CRM systems, financial analysis tools, and digital marketing platforms
  • Professionalism, integrity, and discretion in handling client information
  • Ability to work independently and collaboratively within a team
  • Proactive and entrepreneurial approach to identifying opportunities and driving growth

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