Client Strategy Manager – Property & Wealth
Core
Guide clients through an educational journey to build long-term financial security via tailored property investment strategies.
Role type
Client Strategy Manager (Property & Wealth)
Builds
Personalised property and wealth roadmaps, Strategy Reports, and client handovers
Domain
Property investment and wealth advisory
Deliverable
client delivery
Required skills
consultative sales, client relationship management, financial goal analysis, property sourcing, project coordination
Preferred skills
house-and-land sales experience, lender/broker documentation support
Technologies
CRM systems
Responsibilities
Connect with inbound leads to understand client goals, present tailored strategy reports, manage the client relationship from first contact to property handover, source property opportunities from partner networks, support clients with lender and broker documentation, run handover meetings and post-settlement reviews