Client Advisor – Property Investment
Core
Primary client-facing advisory role delivering end-to-end property investment strategies, from initial strategy sessions through to Portfolio Plan delivery and reviews.
Role type
Senior IC client advisor (property investment)
Builds
Personalized property investment portfolios for sophisticated clients
Domain
Property investment advisory
Required skills
consultative selling, strategy session delivery, portfolio strategy presentation, internal team briefing, client review management, CRM proficiency
Preferred skills
tertiary qualification in finance/property/economics, personal property portfolio ownership, structured KPI management
Responsibilities
Deliver strategy sessions using proprietary methodology, present tailored portfolio strategies, brief internal teams on modelling and debt structure, present Statements of Advice to secure client acceptance, deliver client reviews, manage 15–20 active client programs under SLA pressure