Property Portfolio Strategist

2 weeks ago

Sydney, Australia Employment Hero Full time

**Do you thrive on serving others and helping them to succeed in their life goals?**

**Did you know that you can build a career around helping other people to create a life of freedom, choice and abundance through real estate investing?**

**Hi, we’re Dashdot - we’re Australia’s leading Property Portfolio Growth Partners Company and we’re on a mission to transform the world invests.**

**Doing so, will help to serve our purpose of improving the lives of others, and will help us to change the world by creating a more abundant society.**

**Our core values center around Curiosity, Selflessness, Leadership and Growth - and we are committed to ensuring our clients' best interests are put first.**

**And that's where you come in**

**Right now, we're looking for a Property Portfolio Strategist to join our team and help us grow, but...**

**_This job is NOT for just anyone. _**

**We are looking for an experienced “A” player who has a proven track record of excellence, and loves to think outside of the box**

**The Reward**:

- **Culture of Freedom and Responsibility**:

- **Fast growth company, with an amazing team culture**:

- **Do work that matters and genuinely changes people’s lives for the better**:

- **Unlimited Paid Annual Leave**:

- **Work from anywhere policy with 100% remote working**:

- **Generous salary, plus Super**:

- **Access to the full suite of Dashdot’s services for absolutely zero cost**:

- **Industry leading Parental Leave policy**:

- **Personalised 3 Dimensional Career Growth Plan**:

- **Access to leading technology platforms to support your remote working**:

- **Dashdot Impact Initiative**:

- **WFH Boost Grant**

**The Role**:
**Your primary role will be to provide clients with clarity and precision on what their property portfolio strategy needs to be, to help them achieve their own lives of Freedom, Choice and Abundance.**

**You will ensure that clients' needs are put first, and that they successfully understand the property strategy recommended to them that is in line with their goals, and personal expectations.**

**You will be an excellent communicator who understands that it can be better to over communicate than under communicate, but you know to adjust your communication style to suit the individual client.**

**You possess strong analytical skills and are able to process, and present, both quantitative and qualitative data to validate or disqualify a recommendation.**

**This role (like the company) is dynamic.**

**There will be process/systematic changes being implemented constantly, and as such these roles and responsibilities are likely to evolve over timebut will always seek to serve our mission to transform the way Australia invests and put our clients needs at the forefront at all times.**

**The Responsibilities**:

- **Understand and embody our company values**:

- **Host onboarding and discovery sessions to deeply understand your clients position and goals**:

- **Develop and deliver bespoke strategies with a level of high accuracy in response to your clients’ unique requirements**:

- **Main POC for client communications through the onboarding, discovery and strategy delivery stages**:

- **Keep accurate and up-to-date client records**

**Skills**:

- **Analytical assessment**:

- **Problem solving**:

- **Lateral thinking**:

- **Decision making**:

- **Written & verbal communication**:

- **Interpersonal Skills**:

- **Rapport Building**:

- **Deep knowledge of property investment mechanics**

**Experience**:(highly regarded, but not essential)**
- **Deep and tested comfort working 100% remotely in a client facing role**:

- **A personal property investment portfolio (you have ‘walked the walk’)**:

- **Financial planning background**:

- **Property industry background**:

- **QPIA Certification**

**The Culture**:
**We believe that finding the right fit is the most important thing, so before you apply, we thought it would be good to give you some insight into our culture.**

**We operate a high performance team culture, and practice a philosophy of Freedom and Responsibility.**

**Put simply, we trust you to operate with integrity, and in line with our values. We also trust that you will do whatever it takes to uphold your professional and personal responsibilities.**

**Outside of that, we recognise our best work often happens when we have the freedom to manage our time and to support our own personal needs.**

**We have unapologetically high standards, and strive for excellence in everything we do.**

**We don’t accept excuses, only solutions.**

**Extreme ownership results in outstanding performance, and mutual respect.**

**We believe in relentless, pragmatic, optimism and look for the positives in every situation.**

**We also believe in having a hell of a lot of fun, and making sure that we are all living our best lives along the way.**

**Why would you?**

**Well, firstly, we believe that our work will change the world. If

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