Expert Wealth Manager and Property Investor

5 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $95,000 - $110,000

The Real Estate Investment Specialist plays a pivotal role in guiding clients through the complexities of wealth management and property investment.

This specialist evaluates clients' financial situations, risk tolerance, and investment objectives to provide tailored recommendations.

A key responsibility is monitoring and managing client portfolios, offering continuous support and communication to keep clients informed about their investment progress.

Staying abreast of market trends, regulations, and relevant information in wealth management and property investment is essential for this role.

  • 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
  • Build and maintain strong client relationships
  • Achieve performance and revenue targets set by the organization
  • Identify new business opportunities and grow the client base
  • Ensure compliance with industry regulations and internal policies
Key Qualifications
  • Relevant tertiary qualification in finance, business, real estate, or related field
  • 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
Seniority Level
  • Mid-Senior level
Employment Type
  • Full-time
Job Function
  • Sales and Business Development
  • Industries: Business Consulting and Services

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