Property Investment Advisor

4 days ago

Sydney, Australia Pointer Strategy Full time

**Overview**:

- West Sydney office location (on-site).
- Bustling and energetic work environment of dedicated sellers.
- Receive inbound leads from SDRs and close deals on property investment opportunities.
- Opportunity to earn big $$ with a generous commission structure - Average performer taking home $200,000 +.

Looking for top-quality closers who are confident they can sell.

Experience in property/investments/capital raising will be beneficial.

**You will be responsible for
- **
- 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.
- Building and maintaining relationships with clients
- Meeting performance and revenue targets set by the company
- Identifying new business opportunities and expanding the client base
- Compliance with industry regulations and internal policies.

**Requirements**:

- 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
- Ability to work independently and as part of a team
- Proficiency in relevant software and technology
- Compliance with industry regulations and internal policies
- Strong understanding of Wealth and property Investment
- Ability to work under pressure and meet deadlines
- Willingness to continuously update knowledge and skills through industry training and education.

**Benefits**:

- Competitive salary and benefits package
- Performance-based bonuses and incentives
- Opportunities for career advancement and professional development
- Supportive and collaborative work environment
- Access to industry-leading tools, technology and resources
- Possibility to work with a diverse range of clients and industries
- Opportunities to attend conferences, training, and networking events
- The opportunity to have a positive impact on people's lives through providing expert financial advice and support.

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