Wealth and Property Expert

5 days ago


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

The Wealth & Property Investment Advisor role is a critical position within St Trinity Property Group, requiring a deep understanding of financial markets and investment strategies. As an advisor, you will be responsible for assessing clients' financial situation, risk tolerance, and investment goals, and recommending and implementing tailored investment strategies that align with those goals.

Responsibilities and Requirements:
  • 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
  • Staying current on market trends, regulations, and other relevant information related to wealth management and property investment

Skills and Qualifications:
  • 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


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

    About Us:The St Trinity Property Group is a leading provider of wealth management and property investment services. We are committed to helping our clients achieve their financial objectives through expert advice and personalized service.We are seeking a highly skilled Wealth Management Expert to join our team. As a key member of our investment advisory...

  • Expert Wealth Builder

    14 hours ago


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

    About Our CompanyWe are St Trinity Property Group, a leading provider of wealth management and property investment services.We are seeking an experienced Expert Wealth Builder to join our team and provide expert advice and guidance to our clients.In this role, you will be responsible for evaluating clients' financial situations, understanding their risk...


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

    North Strathfield, Australia | Posted on 03/04/2025The Wealth & Property Investment Advisor will be responsible for providing financial guidance and advice to clients in the areas of wealth management and property investment. This includes assessing clients' financial situation, risk tolerance, and investment goals, as well as recommending and implementing...


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

    Key Responsibilities:The St Trinity Property Group is seeking a highly skilled Property Investment Consultant to join our team. As a key member of our investment advisory team, you will be responsible for providing expert financial guidance in wealth management and property investment.You will evaluate clients' financial situations, risk tolerance, and...


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

    Job OverviewWe are seeking an experienced Financial Advisor to provide expert advice and guidance in wealth management and property investment. In this role, you will evaluate clients' financial situations, understand their risk tolerance and investment objectives, and develop customized strategies to help them achieve their goals.The ideal candidate will...


  • City of Canada Bay Council, Australia Liviti Full time

    Job Overview:We are looking for a highly motivated and experienced Real Estate Investment Specialist to join our team at Liviti. As a senior member of our financial services department, you will play a crucial role in providing expert guidance in wealth management and property investment.Your main responsibilities will include:Assessing clients' financial...


  • 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...


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

    Job Description:The St Trinity Property Group is seeking a highly skilled Financial Portfolio Strategist to join our team. As a key member of our investment advisory team, you will be responsible for providing expert financial guidance in wealth management and property investment.You will evaluate clients' financial situations, risk tolerance, and investment...


  • Wollongong City Council, Australia St Trinity Property Group Full time

    We are seeking a highly skilled Property Investment Consultant to join our team at St Trinity Property Group. As a key member of our wealth management division, your primary responsibility will be to provide expert guidance and consultancy to our clients within the realms of wealth management and property investment.This role demands a thorough evaluation of...


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

    Job Requirements:We are looking for a highly motivated and experienced Investment Advisory Specialist to join our team. As a key member of our investment advisory team, you will be responsible for providing expert financial guidance in wealth management and property investment.You will evaluate clients' financial situations, risk tolerance, and investment...


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

    About UsWe are St Trinity Property Group, a leading provider of wealth management and property investment services.We are seeking an experienced Real Estate Investment Strategist to join our team and provide expert advice and guidance to our clients.In this role, you will be responsible for evaluating clients' financial situations, understanding their risk...


  • City of Canada Bay Council, Australia Liviti Full time

    Role Summary:Liviti is hiring a highly skilled Real Estate Investment Specialist to provide expert guidance in wealth management and property investment. As a key member of our financial services team, you will be responsible for assessing clients' financial situations, developing tailored investment strategies, and maintaining regular communication with...

  • Financial Advisor

    14 hours ago


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

    Job DescriptionWe are seeking an experienced Financial Advisor to join our team and provide expert advice and guidance to our clients.In this role, you will be responsible for evaluating clients' financial situations, understanding their risk tolerance and investment objectives, and developing customized strategies to help them achieve their goals.The ideal...


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

    Job Description OverviewThis position plays a pivotal role in guiding clients through the mortgage process, from application to approval.You will work closely with clients to understand their financial needs and goals, offering expert advice on mortgage products and securing the best terms available.


  • Wollongong City Council, Australia St Trinity Property Group Full time

    As a Wealth Management Specialist at St Trinity Property Group, you will play a crucial role in helping our clients achieve their financial goals. This involves providing personalized investment advice and guidance to ensure that their wealth is managed effectively.Your expertise will be essential in evaluating clients' financial situations, identifying...


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

    North Strathfield, Australia | Posted on 11/29/2024We are seeking an experienced Real Estate Investment Consultant to provide expert advice and guidance in wealth management and property investment. In this role, you will evaluate clients' financial situations, understand their risk tolerance and investment objectives, and develop customized strategies to...


  • Wollongong City Council, Australia St Trinity Property Group Full time

    Wollongong, Australia | Posted on 03/04/2025As a Property Sales Consultant, your primary responsibility will be to offer comprehensive financial guidance and consultancy to our clients within the realms of wealth management and property investment. This role demands a thorough evaluation of clients' financial positions, risk tolerance, and investment...


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

    About the Role:We are seeking an experienced Wealth & Property Investment Advisor to join our team at St Trinity Property Group. The successful candidate will have a strong understanding of financial markets and investment strategies, excellent communication and interpersonal skills, and a proven track record of success in the financial services industry.Key...


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

    Job Brief:We are looking for a highly skilled Wealth & Property Investment Advisor to join our team at St Trinity Property Group. The ideal candidate will have a strong understanding of financial markets and investment strategies, excellent communication and interpersonal skills, and a proven track record of success in the financial services industry.Key...


  • City of Canada Bay Council, Australia Liviti Full time

    North Strathfield, Australia | Posted on 10/31/2024The 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...