Property Strategist
Core
Portfolio Advisory role delivering end-to-end client relationships, translating market opportunities into personalized property investment strategies and executing the wealth creation journey.
Role type
Senior IC Property Strategist (Portfolio Advisory)
Builds
Personalized property investment portfolio strategies and Statements of Advice for sophisticated clients
Domain
Real Estate / Property Investment / Financial Planning
Required skills
consultative selling, complex financial concept simplification, structured KPI management, CRM proficiency, client relationship management
Preferred skills
property investment experience, financial planning background, tertiary qualification in finance/property/economics
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
Seniority
Mid-Senior, hands-on IC