Wealth Management Specialist

4 days ago

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

Job Overview

We 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 possess a deep understanding of financial markets, investment strategies, and property investment, alongside exceptional communication and relationship-building skills.

Key Responsibilities:
  • Evaluate clients' financial circumstances and recommend tailored investment solutions.
  • Develop and execute customized property investment strategies aligned with clients' goals.
  • Monitor and manage clients' property investment portfolios.
  • Provide ongoing financial advice and support to clients.
  • Maintain regular communication to update clients on their investment progress.
  • Stay informed about market trends, regulations, and industry updates.
  • Build and maintain strong client relationships.
Required Skills and Qualifications:
  • Strong understanding of real estate markets, financial markets, and investment strategies.
  • Proven track record in the financial services or real estate investment sector.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and collaboratively.
What We Offer:
  • A competitive salary and comprehensive benefits package.
  • Performance-based bonuses and incentives.
  • Opportunities for career advancement and professional growth.
  • A supportive, team-oriented work environment.
  • Access to cutting-edge tools and resources.

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