Senior Property Wealth Manager

5 days ago

Perth, Western Australia beBeeInvestment Full time $120,000 - $500,000

Key Responsibilities:

  • Conduct face-to-face and virtual sessions with clients to build a tailor-made property portfolio plan
  • Present shortlisted properties and position clients with the most suitable properties for them based on their property portfolio plan
  • Manage a pipeline of clients throughout various stages of the property purchasing process
  • Liaise with the internal investment lending team for capacity
  • Ensure positive end-to-end client experience
  • Generate new prospects from referrals
  • Follow up purchase, introduce them to and hand over to the Success team
Requirements:
  • Proven track record of sales success within the Property Investment industry
  • Proficient with standard computer systems and CRM's
  • Self-motivated, sets high goals and commits to achieving them
  • Always puts the success of clients first
Benefits:
  • Inspiring role, supporting clients in their wealth-creation journeys
  • Australia's No. 1 Property Investment team
  • Unbeatable earning potential (some team members earning up to $500K)
  • Hybrid work environment (and convenient CBD office location)
  • High-performance work culture

We look forward to receiving your application.

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