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Property Portfolio Strategist

2 months ago

Sydney, New South Wales, Australia Freedom Careers Full time
About the Role

We are seeking a highly skilled Property Portfolio Strategist to join our team at Freedom Careers. As a key member of our team, you will be responsible for conducting face-to-face and virtual sessions with clients to create personalized property portfolio plans.

Key Responsibilities:

  • Conducting in-depth consultations with clients to understand their financial goals and risk tolerance
  • Liaising with our investment lending team to identify suitable property investment opportunities
  • Presenting shortlisted properties to clients and positioning them with the most suitable options based on their portfolio plan
  • Managing a pipeline of clients throughout various stages of the property purchasing process
  • Ensuring a positive end-to-end client experience
  • Generating new business leads through referrals and other channels

About You:

  • Proven track record of success in sales within the property investment industry
  • Proficient in standard computer systems and CRM software
  • Ability to set high goals and commit to achieving them
  • Strong customer focus and commitment to delivering exceptional results

Why Join Us:

  • Opportunity to work with a leading property investment company in Australia
  • Elite training program and support to help you succeed
  • Collaborative and dynamic work environment with a family-vibe culture
  • Chance to learn from and work with experienced professionals in the industry