Wealth & Property Investment Strategist

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

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.