This is a high-impact advisory role for an ambitious, commercially minded property skilled. As a Senior Property Investment Advisor, you will manage clients through the property investment journey - from initial consultation through to investment strategy and execution. You will understand each client's objectives, identify the right opportunities and confidently guide them towards a solution that makes sense for their circumstances. You'll have significant autonomy and be trusted to own your pipeline, manage your relationships and deliver against ambitious targets.
Key responsibilities
- Manage and convert a high-quality pipeline of property investment clients
- Conduct sophisticated discovery conversations to understand clients' financial goals, investment objectives and individual circumstances
- Develop compelling, solutions-based property investment strategies tailored to each client
- Build trust and credibility with clients through a consultative, high-value sales approach
- Guide clients confidently through the investment process and overcome objections with commercial intelligence and empathy
- Take ownership of the entire client journey from initial consultation through to commitment and execution
- Maintain strong relationships with clients and identify opportunities for ongoing value creation
- Work closely with property, finance, research and operations teams to deliver exceptional client outcomes
- Consistently achieve and exceed individual revenue and conversion targets
- Maintain accurate pipeline management and proactively manage sales activity
About you
- Proven success in a high-performance environment
- Demonstrated experience consistently achieving or exceeding sales targets
- Experience in property investment, financial services, wealth management, lending, real estate or another consultative sales environment
- Strong commercial and financial acumen
- Exceptional communication, negotiation and relationship-building skills
- The ability to confidently communicate complex concepts in a simple and compelling way
- Experience managing a sales pipeline and CRM
- A track record of operating independently while collaborating effectively with a broader team
About us
AssetBase is a property investment business helping Australians build long-term wealth through strategic property investment. We combine data, property expertise and a client-first approach to deliver tailored investment solutions designed around each client's financial and lifestyle goals.
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📌 Senior Property Investment Advisor (New South Wales)
🏢 AssetBase
📍 New South Wales
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