drjobs Property Consultant

Property Consultant

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1 Vacancy
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Job Location drjobs

Wollongong - Australia

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

As a Property Wealth Consultant your primary responsibility will be to offer comprehensive financial guidance and consultancy to our clients within the realms of wealth management and property investment. This role demands a thorough evaluation of clients financial positions risk tolerance and investment aspirations. Your expertise will be pivotal in recommending and executing investment strategies that align perfectly with your clients objectives. Besides you will be entrusted with the critical task of meticulously overseeing and administering clients investment portfolios. Continual guidance support and regular communication with clients to keep them wellinformed of their investment progress are vital components of your role. Staying wellinformed about dynamic market trends regulations and pertinent developments in the wealth management and property investment landscape is crucial. To excel in this position the ideal candidate should boast a deep comprehension of financial markets and investment strategies coupled with exceptional communication and interpersonal skills.

Key Responsibilities:

  • Conducting comprehensive assessments of clients financial situations risk tolerance and investment goals.
  • Crafting and implementing personalized investment strategies that are in harmony with clients aspirations.
  • Diligently monitoring and managing clients investment portfolios.
  • Offering continuous advice and support to clients throughout their financial journey.
  • Maintaining regular communication with clients keeping them updated on the progress of their investments.
  • Staying abreast of the latest market trends regulations and pertinent information in the realm of wealth management and property investment.
  • Nurturing and fostering strong lasting relationships with clients.
  • Meeting and exceeding companyset performance and revenue targets.
  • Identifying and capitalizing on new business prospects to expand our client base.
  • Ensuring unwavering compliance with industry regulations and internal policies.


Requirements

  • A solid grasp of financial markets and various investment strategies.
  • Exceptional communication and interpersonal skills.
  • A proven track record of achievements in the financial services industry.
  • Strong analytical and problemsolving abilities.
  • Capability to work both independently and collaboratively within a team.
  • Proficiency in relevant software and technology.
  • Stringent adherence to industry regulations and internal policies.
  • A profound understanding of Wealth and Property Investment.
  • Ability to thrive under pressure and meet tight deadlines.
  • A commitment to continuous learning and skills enhancement through industryspecific training and education.


Benefits

  • Competitive salary and an attractive benefits package.
  • Performancedriven bonuses and enticing incentives.
  • Ample opportunities for career growth and professional development.
  • A supportive and collaborative work environment.
  • Access to cuttingedge tools technology and resources.
  • The chance to work with a diverse range of clients spanning various industries.
  • Invitations to attend industry conferences training sessions and networking events.
  • The rewarding opportunity to make a positive impact on individuals lives by providing expert financial guidance and support.


Qualifications: Sales experience selling an online product, listing or service. Selling in different regions and time zones. Strong organisational and multitasking skills. Excellent written and verbal communication skills. Proficiency in using CRM systems, marketing tools, and data analysis. Enthusiasm for learning and adapting to new tools and software. A self-starter with a positive attitude and the ability to work collaboratively.

Employment Type

Full Time

Company Industry

About Company

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