Wealth Consultant (Vic) (Melbourne)

Wealth Consultant (Vic) (Melbourne)

09 Aug
|
Geonet Me
|
Melbourne

09 Aug

Geonet Me

Melbourne

At Geonet, we are at the forefront of innovation in hotel investment, property developments, design, and lifestyle. As we launch exciting new developments including 5-star hotels and exclusive beach clubs, we're proud to partner with esteemed international brands such as Flight Centre, Cross Hotels & Resorts, TUI Blue, and ELLE Magazine.
Alongside our Australian partners, we have both wholesale and Retail ASFL-regulated investment funds. Our brand-recent office houses our marketing, property sales, and architecture & design teams, and features a state-of-the-art podcast and video production studio, making it one of the most creative and dynamic work environments in Bali. You will work in an international environment alongside a team of passionate professionals who love what they do.
We are offering the right candidate the flexibility of work from home, blended with domestic & international travel opportunities. This position requires travel of 1-2 international trips per year to support business development and client engagement activities.
Job Responsibilities:
As a Wealth Consultant at Geonet, you will play a key role in driving property investment sales and helping clients achieve their wealth creation goals through our exclusive developments. You will be responsible for but not limited to:
Consult with Clients: Engage with prospective investors to understand their investment goals and financial capabilities.
Property Sales & Advisory: Guide clients through investment property options in Bali, highlighting market trends, ROI potential, and financial benefits.
Lead Generation & Outreach: Proactively identify and reach out to potential buyers through networking, referrals, and marketing campaigns.
Client Relationship Management: Build and maintain strong,



trust-based relationships with investors, ensuring long-term engagement and repeat Business
Market Research & Insights: Stay up to date with Bali's real estate trends, government regulations, and investment advantages to provide expert insights.
Negotiation & Deal Closure: Effectively close deals and ensure seamless transactions aligned with client needs and legal requirements.
Collaboration & Reporting: Work closely with marketing and financial teams to streamline sales processes and maximize opportunities.
Participate in Investor "Education Nights" to build investor knowledge and trust to support sales outcomes as well as other events to drive Investor engagement and sales.
Requirements:
Bachelor's degree in Business Management, Marketing, Real Estate, or other related fields (or equivalent professional experience).
Minimum 3 years of experience in property sales, investment products, or other high-value B2C sales.
Understanding real estate investment principles and financial products (knowledge of SMSFs, investor lending, or wealth-building is an advantage).
Highly motivated, confident, and results-driven with a consultative sales approach.
Excellent communication and interpersonal skills, with the ability to build trust and rapport quickly.
Strong negotiation and closing skills, both over the phone and in person.
Proficient in CRM systems and digital sales tools.
Able to work independently while collaborating effectively within a team.
Comfortable presenting to clients and speaking at small group sessions or investor events.
Australian citizenship is required for this position due to the nature of the financial services role.
RG146 compliance qualification is required to meet financial services regulatory standards.
#J-*****-Ljbffr

📌 Wealth Consultant (Vic) (Melbourne)
🏢 Geonet Me
📍 Melbourne

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