Wealth & Property Investment Advisor
vor 3 Wochen
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 clientsCommunicating 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. Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad. #J-18808-Ljbffr
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Wealth & Property Investment Strategist
vor 3 Wochen
Council of the City of Sydney, Österreich St Trinity Property Group VollzeitA financial services firm in New South Wales is seeking a Wealth & Property Investment Advisor to provide financial guidance and investment strategies to clients. Responsibilities include assessing client portfolios, monitoring investments, and ensuring compliance with regulations. The ideal candidate should have strong analytical skills, a proven track...
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City of Parramatta Council, Österreich Dilleen Property VollzeitA property investment agency in Australia is seeking a Senior Property Investment Strategist to guide clients in wealth-building through strategic property investments. This consultative role emphasizes client relationships over traditional sales tactics. The ideal candidate will have a strong background in sales, particularly in property investment, along...
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AMP 2026 Financial Services Graduate Program
vor 1 Woche
Sydney, Österreich AMP VollzeitJoin to apply for the AMP 2026 Financial Services Graduate Program role at AMP Join to apply for the AMP 2026 Financial Services Graduate Program role at AMP Get AI-powered advice on this job and more exclusive features. About AMP If you live in Australia or New Zealand, you've likely heard of AMP. We help people with their banking, super, retirement and...
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Client Manager
Vor 2 Tagen
City Of Stirling, Österreich Motivate Property VollzeitClient Manager / Property Investment Consultant Building Sales Rep? Earn +$400K with No Weekends & Warm Leads If you’re currently selling house & land packages and feel capped by builder limitations, slow construction timelines or strict hours — this is your chance to step into a high-performance, flexible, uncapped sales role where you control your...
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Property Investment Associate
vor 2 Wochen
Council of the City of Sydney, Österreich Sound Property® VollzeitSound Property + Motif Capital + Opus Home Buyers | Property Investment About Sound Property Sound Property’s mission is to assist busy professionals, and first-time investors, grow their wealth through property. We provide clients and their other advisors a complete property investment service offering guidance, education, communicationand ongoing...
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Investment Buyers Agent
vor 3 Wochen
Coffs Harbour City Council, Österreich Your Property Your Wealth VollzeitYour Property Your Wealth – Sydney CBD NSW Earning Potential: OTE of $200K–$350K with a base + super Reputation & Results: Work under a top-rated and award-winning brand Impactful Work: Help clients build generational wealth through property Supportive Culture: Be part of a values-driven team with quarterly outings, empowering leadership, and a culture...
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City Of Stirling, Österreich Motivate Property VollzeitA leading property investment firm is seeking a Client Manager/Property Investment Consultant to join their team in Stirling, WA. This role offers a unique opportunity to work flexible hours and earn uncapped commissions by helping clients build wealth through property. Ideal candidates will have strong communication skills, 2-3 years of property industry...
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Property Investment Sales Consultant
vor 1 Woche
Gold Coast City, Österreich Elliott Property Group PL Vollzeit1 day ago Be among the first 25 applicants Property Investment Sales Consultant – Skyrocketing Wealth Creation Opportunities Await! Location: Australia (Flexible – Sydney, Melbourne, Brisbane, or Remote) Type: Full-Time | High-Earning Potential with Uncapped Commissions Are you a sales superstar with a hunger for success and a passion for transforming...
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Investment Compliance Analyst
vor 3 Wochen
Council of the City of Sydney, Österreich AMP VollzeitHelp people create their tomorrow, while you create yours We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we've been doing it for over 170 years. If we do...
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Customer Success Manager
vor 3 Wochen
Council of the City of Sydney, Österreich St Trinity Property Group VollzeitPosition Overview As a Customer Success Manager in Liviti’s Property Investment team, you will play a crucial role in supporting clients, managing stakeholders, chasing documents, and moving deals across the line. Your goal is to ensure customer excellence during and post‑sale, providing exceptional support to the Sales Manager and sales team. About You...
