North Strathfield, Australia | Posted on 09/18/2025 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 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.

Requirements

Strong understanding of financial markets and investment strategies

Excellent communication and interpersonal skills

Proven track record of success in the financial services industry

Solid 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.

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.

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📌 Wealth & Property Investment Advisor (Sydney)
🏢 St Trinity Property Group
📍 Sydney