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Senior Wealth Investment Specialist
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The objective of this position is to deliver expert financial guidance in wealth management and property investment. The role requires evaluating clients' financial situations, risk tolerance, and investment objectives, followed by recommending and implementing tailored investment strategies.
Key Responsibilities:- Evaluate clients' financial circumstances, risk profiles, and investment goals
- Develop and implement investment strategies aligned with clients' objectives
- Maintain ongoing communication with clients to update them on investment progress
- Provide regular advice and support to clients
- Relevant tertiary qualification in finance, business, or a related field
- Professional accreditation in financial planning or property investment (highly regarded)
- Several years of experience in investment advisory, sales, and relationship building
- Demonstrated success in achieving performance targets and growing client relationships
- 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
