St Trinity Property Group
Property Wealth Consultant
Helping Australians Navigate The Complexities Of The Property Market
Banking and Investment
Full-time
Office | North Strathfield, NSW, AU
Visa sponsorship · No
Mid Level · A role for someone with some well-developed knowledge and skills they can bring to the role and team. Typically within 2-5 years of experience.
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Why St Trinity Property Group
We are a rapid growth PropTech business with market-leading performance over the last 15 years. We focus on new residential and off the plan property market.
We have a unique vision on how we believe companies should operate in order to create value. We offer an end-to-end service that helps buyers research, compare, select and purchase new/off the plan property, with smart tech playing a key role at every stage. We are striving to become the largest digital real estate agency in Australia specialising in new and off the plan property At the heart of our company and values is a collaborative ethos. You will have the opportunity to collaborate with your colleagues on a variety of projects across Australia with a focus on the East Coast. We measure our success with the level of satisfaction of the people who are affected by our projects. We thrive in the knowledge that we hold the responsibility of creating jobs, developing people and helping them reach their best potential
Our office is located in North Strathfield. The team here is a group of skilled, open, and dynamic individuals who work cross-team to solve complicated problems and challenges in this industry disruptive business.
About the role
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 well-informed of their investment progress are vital components of your role. Staying well-informed 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.
What you'll be responsible for
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Investment Sourcing
Sourcing new investment opportunities by identifying and evaluating market opportunities
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Market Analysis
Analyze economic indicators and market trends to assess their impact on investment decisions
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Investment Relationship Management
Build and maintain relationships with clients, understanding their investment goals, and presenting investment recommendations
Skills you'll need
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Prioritization
Compares and ranks the relative importance &/or urgency of different tasks to identify the best order of actions
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Numerical problem solving
Works with numerical information and performs mathematical calculations to solve problems
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Critical thinking
Identifies and synthesizes patterns and trends amongst various sources of information to reach a meaningful conclusion, perspective or insight
Meet the team
Applying with Hatch
St Trinity Property Group is using Hatch to accept applications for this role. Hatch helps you demonstrate your fit, no matter your background.
Learn more about Hatch