Property consultant

As aProperty Wealth Consultant your primary responsibility will be tooffer comprehensive financial guidance and consultancy to ourclients within the realms of wealth management and propertyinvestment.

This role demands a thorough evaluation of clientsfinancial positions risk tolerance and investment aspirations. Yourexpertise will be pivotal in recommending and executing investmentstrategies that align perfectly with your clients objectives.

Besides you will be entrusted with the critical task ofmeticulously overseeing and administering clients investmentportfolios.

Continual guidance support and regular communicationwith clients to keep them wellinformed of their investment progressare vital components of your role.

Staying wellinformed aboutdynamic market trends regulations and pertinent developments in thewealth management and property investment landscape is crucial.

Toexcel in this position the ideal candidate should boast a deepcomprehension of financial markets and investment strategiescoupled with exceptional communication and interpersonalskills.

KeyResponsibilities :

• Conductingcomprehensive assessments of clients financial situations risktolerance and investmentgoals.
• Craftingand implementing personalized investment strategies that are inharmony with clientsaspirations.
• Diligentlymonitoring and managing clients investmentportfolios.
• Offeringcontinuous advice and support to clients throughout their financialjourney.
• Maintainingregular communication with clients keeping them updated on theprogress of theirinvestments.
• Stayingabreast of the latest market trends regulations and pertinentinformation in the realm of wealth management and propertyinvestment.
• Nurturingand fostering strong lasting relationships withclients.
• Meetingand exceeding companyset performance and revenuetargets.
• Identifyingand capitalizing on new business prospects to expand our clientbase.
• Ensuringunwavering compliance with industry regulations and internalpolicies.

Requirements

• Asolid grasp of financial markets and various investmentstrategies.
• Exceptionalcommunication and interpersonalskills.
• Aproven track record of achievements in the financial servicesindustry.
• Stronganalytical and problemsolvingabilities.
• Capabilityto work both independently and collaboratively within ateam.
• Proficiencyin relevant software andtechnology.
• Stringentadherence to industry regulations and internalpolicies.
• Aprofound understanding of Wealth and PropertyInvestment.
• Abilityto thrive under pressure and meet tightdeadlines.

Benefits

• Competitivesalary and an attractive benefitspackage.
• Performancedrivenbonuses and enticingincentives.
• Ampleopportunities for career growth and professionaldevelopment.
• Asupportive and collaborative workenvironment.
• Accessto cuttingedge tools technology andresources.
• Thechance to work with a diverse range of clients spanning variousindustries.
• Invitationsto attend industry conferences training sessions and networkingevents.
• Therewarding opportunity to make a positive impact on individualslives by providing expert financial guidance andsupport.

Qualifications : Sales experience selling an online product, listingor service. Selling in different regions and time zones.

Strongorganisational and multitasking skills. Excellent written andverbal communication skills. Proficiency in using CRM systems,marketing tools, and data analysis.

Enthusiasm for learning andadapting to new tools and software. A self-starter with a positiveattitude and the ability to work collaboratively.

Last updated : 2024-08-25