North Strathfield, Australia | Posted on 04/02/2024
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 goalsRecommending and implementing investment strategies that align with clients' goalsMonitoring and managing clients' investment portfoliosProviding ongoing advice and support to clientsCommunicating regularly with clients to keep them informed of their investment progressStaying current on market trends, regulations, and other relevant information related to wealth management and property investmentBuilding and maintaining relationships with clientsMeeting performance and revenue targets set by the companyIdentifying new business opportunities and expanding the client baseCompliance with industry regulations and internal policiesRequirementsStrong understanding of financial markets and investment strategiesExcellent communication and interpersonal skillsProven track record of success in the financial services industryStrong analytical and problem-solving skillsAbility to work independently and as part of a teamProficiency in relevant software and technologyCompliance with industry regulations and internal policiesStrong understanding of Wealth and Property InvestmentAbility to work under pressure and meet deadlinesWillingness to continuously update knowledge and skills through industry training and education #J-18808-Ljbffr