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Financial market advisor

Sydney
beBeeInvestment
Posted: 31 July
Offer description

Job Profile:

The role of Property Sales Consultant demands an in-depth understanding of financial markets and investment strategies to offer expert guidance to clients.


Key Responsibilities:

* Conduct comprehensive assessments of clients' financial situations, risk tolerance, and investment goals.
* Develop personalized investment plans tailored to clients' aspirations.
* Closely monitor and manage clients' investment portfolios.
* Provide continuous support and advice to clients throughout their financial journey.
* Maintain regular communication with clients, keeping them updated on the progress of their investments.

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