Wealth & Property Investment Advisor

St Trinity Property Group; Sydney; On-site; AUD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive salary

Bonuses and incentives

Career advancement

Professional development

Collaborative environment

Access to industry tools

Networking opportunities

Positive impact on clients' lives

Job summary

St Trinity Property Group in Sydney is seeking a Wealth & Property Investment Advisor to guide clients on wealth management and property investment, assess their finances, risk appetites, and goals, and tailor investment strategies.

You will monitor portfolios, provide ongoing advice, and communicate progress while staying current on market trends and regulations. The role requires strong communication and interpersonal skills and the ability to work independently and as part of a team.

Qualifications

• Strong understanding of financial markets and investment strategies.
• Excellent communication and interpersonal skills.
• Proven track record in the financial services industry.
• Analytical and problem-solving abilities.
• Ability to work independently and as part of a team.
• Proficiency with relevant software and technology.
• Commitment to staying current on wealth and property investment.
• Ability to work under pressure and meet deadlines.
• Willingness to continuous education through industry training and education.

Responsibilities

• 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.

Skills

Financial markets

Investment strategies

Client relationship management

Communication skills

Analytical thinking

Problem solving

Team collaboration

Independence

Regulatory knowledge

Job description

The Wealth & Property Investment Advisor will be responsible for providing financial guidance and advice to clients in the areas of wealth management and property investment. This includes assessing clients' financial situation, risk tolerance, and investment goals, as well as recommending and implementing investment strategies that align with those goals. The advisor will also be responsible for monitoring and managing clients' investment portfolios, providing ongoing advice and support, and communicating with clients regularly to keep them informed of their investment progress. Additionally, the advisor will be responsible for staying current on market trends, regulations, and other relevant information related to wealth management and property investment. The ideal candidate will have a strong understanding of financial markets and investment strategies, as well as excellent communication and interpersonal skills.

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.
  

• 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.