Property Portfolio Specialist

3 days ago

Sydney, New South Wales, Australia beBeeStrategist Full time $100,000 - $120,000

Property Portfolio Specialist

Our organization excels at creating high-performing property portfolios through strategic planning and expert support. As a Portfolio Specialist, your role is to guide clients in building their wealth through tailored advice and aligned financial goals. You will be responsible for conducting comprehensive portfolio mapping sessions, crafting buyer briefs in collaboration with brokers and acquisitions, and offering expert guidance that directly impacts our clients' outcomes.

Key Responsibilities:
  • Conduct high-quality portfolio mapping sessions tailored to each client's goals and investment profile.
  • Collaborate with brokers and acquisitions teams to generate accurate, actionable buyer briefs.
  • Maintain detailed and up-to-date records of client interactions and tasks.
  • Provide timely and ongoing strategic guidance to existing clients to support repeat purchases.
  • Identify upsell opportunities and transitions from strategy-only to full service or commercial.
  • Deliver professional communication across all stages of the client journey.
  • Support clients through property rejections and nurture confidence in new opportunities.
  • Ensure all key milestones are completed in alignment with our service standards.
  • Lead regular client review sessions and maintain engagement throughout the lifecycle.
Benefits:
  • Opportunity to work with high-net-worth individuals and help them achieve their financial goals.
  • Chance to develop strong relationships with clients and provide personalized support.
  • Collaborative team environment with opportunities for growth and development.
  • Flexible work arrangements to accommodate busy professionals with limited availability.
Requirements:
  • Strong understanding of property markets and investment strategies.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Proficiency in CRM software and other technology tools.
Keyword:

Strategist

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