Property Wealth Planner

1 week ago


Melbourne, Victoria, Australia Goughrecruitment Full time
Our client is one of Melbourne's leading Property Wealth planners who have made a name for themselves as a leading competitor in the property investment world. Their main services include property investment education, acquisitions services, and personal budgeting services through a personalised plan built on great rapport and trust.

Key responsibilities:

  • Meet with clients who have been thoroughly screened by the sales team to build a tailor-made property portfolio plan.
  • Liaise with the investment team to provide their clients with the best strategies for their situations.
  • Managing a pipeline of clients throughout various stages of the property purchasing process
  • Work closely with partners and service provides
  • Constantly keep in touch with existing clients to help them further expand their property portfolio for life.

About you:

  • Proven track record of sales success within the property investment industry
  • Proficient with standard computer systems
  • Experience with CRM systems
  • Sets high goals and commits to achieving them
  • Always puts the success of our valued members first
  • You're HUNGRY

Ideal candidates:

  • Off-the-plan property consultants
  • Real estate agents
  • Project Marketers
  • Traditional Buyers Advocates

If this sounds like the opportunity you have been looking for then please hit the APPLY NOW button

For a confidential discussion please contact Ezi Aleixo on or email your CV to

  • Please note only shortlisted candidates will be contacted and all applications will be held in strict confidence. Thank you for your understanding.

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