Financial Consultant
1 week ago
We are seeking a skilled Property Sales Consultant to join our team at St Trinity Property Group. As a key member of our sales team, you will be responsible for providing exceptional financial guidance and consultancy to our clients in the realm of wealth management and property investment.
This role demands a thorough evaluation of clients' financial positions, risk tolerance, and investment aspirations. Your expertise will be pivotal in recommending and executing investment strategies that align perfectly with your clients' objectives. Besides, you will be entrusted with the critical task of meticulously overseeing and administering clients' investment portfolios.
Your responsibilities will include:
- Conducting comprehensive assessments of clients' financial situations, risk tolerance, and investment goals.
- Crafting and implementing personalized investment strategies that are in harmony with clients' aspirations.
- Diligently monitoring and managing clients' investment portfolios.
- Offering continuous advice and support to clients throughout their financial journey.
- Maintaining regular communication with clients, keeping them updated on the progress of their investments.
- Staying abreast of the latest market trends, regulations, and pertinent information in the realm of wealth management and property investment.
- Nurturing and fostering strong, lasting relationships with clients.
- Meeting and exceeding company-set performance and revenue targets.
- A solid grasp of financial markets and various investment strategies.
- Exceptional communication and interpersonal skills.
- A proven track record of achievements in the financial services industry.
- Strong analytical and problem-solving abilities.
- Capability to work both independently and collaboratively within a team.
- Proficiency in relevant software and technology.
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Financial Consultant Manager
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Liverpool, Australia St Trinity Property Group Full timeJob DescriptionLeverage your expertise to deliver exceptional financial guidance and consultancy services to clients within the realm of wealth management and property investment. As a key member of our team, you will be entrusted with crafting and executing tailored investment strategies that align with clients' objectives.Key Responsibilities:Crafting...
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Financial Advisor
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Financial Portfolio Specialist
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