Senior Property Investment Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $150,000 - $300,000
Property Wealth Planner Role

We are seeking a seasoned professional to spearhead the growth of our organisation's property wealth management division.

  • Key Responsibilities:
  • Create and implement client-centric investment strategies that drive business revenue growth.
  • Build and maintain strong relationships with high-net-worth clients, identifying their financial goals and developing tailored investment plans.
  • Collaborate with the Investment Finance Broking team to develop long-term investment strategies aligned with each client's unique circumstances.
  • Foster a deep understanding of our brand and effectively manage the client journey from engagement to retention.

About You:

  • You will have significant experience in building relationships from a wealth management perspective.
  • Proven expertise in managing complex client relationships involving substantial investments and financial structures.
  • Tertiary qualifications in finance or a related field.
  • Excellent communication and presentation skills.
  • Extensive knowledge of the financial services industry, including legislation and regulatory requirements.

What We Offer:

  • A dynamic work environment that values personal and professional growth.
  • A collaborative team of mortgage, finance, and property professionals.
  • Competitive employee benefits, including wellness programs and flexible working arrangements.
  • The opportunity to make a meaningful impact on our organisation's success.

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