Strategist Position: Building Wealth Through Smart Property Planning

2 weeks ago

Sydney, New South Wales, Australia beBeePortfolio Full time $90,000 - $120,000
Property Portfolio Expert

We're seeking a Property Portfolio Strategist to join our team. This role is ideal for individuals who have a strong passion for property strategy and long-term investing.

About the Role:
The successful candidate will deliver high-quality strategy sessions for clients, map and model portfolios tailored to client goals, and collaborate with partners to produce accurate buyer briefs. They will also support and manage client accounts with leading buyers agencies, leverage tech & insights to improve products and processes, and lead workshops, training sessions, and client-facing events.

Key Responsibilities:
- Delivering high-quality strategy sessions for clients
- Mapping and modeling portfolios tailored to client goals
- Collaborating with partners to produce accurate buyer briefs
- Supporting and managing client accounts with leading buyers agencies
- Leveraging tech & insights to improve products and processes
- Leading workshops, training sessions, and client-facing events

Benefits:
This role offers a flexible work arrangement, allowing you to work from anywhere in Australia (or beyond). You'll be part of a forward-thinking, strategy-first team where innovation meets the human side of property.

Requirements:
An established property portfolio of your own, a genuine passion for property strategy & long-term investing, strong knowledge of the Australian property market & monetary systems, tech-savviness, excitement to use AI & digital tools to drive productivity, and a collaborative mindset, focused on delivering results with clients & partners.

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