Property Strategist
Core
Guide members through the property investment journey, focusing on newly built and off-the-plan properties to secure launch-phase opportunities and drive long-term portfolio growth.
Role type
Senior IC property investment strategist
Builds
Tailored property investment strategies and wealth-building portfolios for individual members
Domain
Real Estate / Property Investment
Deliverable
client delivery
Required skills
Property cash flow analysis, financial scenario modelling, market data research, CRM platform proficiency, persuasive presentation, investment strategy design
Preferred skills
Experience with off-the-plan and new-build markets, knowledge of design reviews
Responsibilities
Lead face-to-face and virtual consultations to assess investment goals and risk appetite; Design tailored property investment strategies aligned with long-term wealth objectives; Research and recommend high-growth locations and projects using market data and projections; Present investment briefs backed by insights and numbers; Collaborate with mortgage, legal, and support teams to deliver end-to-end service; Provide regular updates and ongoing strategy reviews to help members scale portfolios