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Portfolio Strategist Role Overview

As a Portfolio Strategist, your role is to guide clients in building high-performing property portfolios through strategic planning and expert support. You are responsible for conducting comprehensive portfolio mapping sessions, crafting buyer briefs in collaboration with brokers and acquisitions, and offering tailored advice that aligns with clients' long-term financial goals.

Performance directly impacts clients' outcomes and repeat business, making you a critical link in the service experience. You manage the journey from strategic planning through to the signed and paid agreement milestone, ensuring clients feel educated, supported, and confident in their decisions.

The Portfolio Strategist plays a dual role—part educator, part strategist—delivering clarity to complex property journeys while identifying when clients are ready to re-engage or scale.