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Wealth Management Expert

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Liverpool, Australia St Trinity Property Group Full time
About the Role

We are looking for a highly skilled Property Sales Consultant to join our dynamic team at St Trinity Property Group. This is an exciting opportunity to provide exceptional financial guidance and consultancy to our clients in the realm of wealth management and property investment.

As a Property Sales Consultant, you will be responsible for conducting comprehensive assessments of clients' financial situations, risk tolerance, and investment goals. You will also craft and implement personalized investment strategies that align perfectly with clients' aspirations.

Your key responsibilities will include:

  • Developing and maintaining long-term relationships with clients.
  • Providing expert financial guidance and consultancy to clients.
  • Monitoring and managing clients' investment portfolios.
  • Staying up-to-date with the latest market trends, regulations, and pertinent information in the realm of wealth management and property investment.
Key Skills and Qualifications
  • A deep understanding of financial markets and investment strategies.
  • Excellent communication and interpersonal skills.
  • A proven track record of achievements in the financial services industry.
  • Strong analytical and problem-solving abilities.
  • Ability to work effectively in a fast-paced environment.