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Property Investment Strategist
2 months ago
At IGrow Wealth Investments, we're on a mission to help investors create, protect, and grow their wealth. As a Property Investment Strategist, you'll play a crucial role in helping our clients achieve their financial goals.
Key Responsibilities:- Schedule and confirm consultations with clients to discuss their investment goals and strategies.
- Work closely with our team of experts, including Chartered Accountants, Tax Specialists, and Trust Attorneys, to provide comprehensive investment advice.
- Consult with primary buyers and investors to help them grow their property portfolio.
- Sell investment property to first-time and seasoned investors.
- Provide exceptional customer service to clients, maintaining close relationships and ensuring their needs are met.
- Log all client interactions and activities on our CRM system.
- Update sales spreadsheets and perform other administrative tasks as needed.
- Prepare contracts, mandates, and FICA documentation for clients.
- Promote other services offered by the IGrow Group.
- Arrange and facilitate show house viewings as required.
- Relevant diploma or degree (financial qualification advantageous).
- Minimum 2 years of property sales experience or in a financial advisory role.
- Fluent in English.
- Reliable transportation during working hours.
- Home-office setup with a stable internet connection.
- Excellent communication and interpersonal skills.
- Computer literate (Excel, Word, G Suite, Zoom).
- Telephone etiquette.
- Knowledge of trust entities and company structures.
- Knowledge of property financing.
- Knowledge of property registration.
- General tax knowledge.
We're looking for a highly motivated and experienced individual to join our team. If you're passionate about helping others achieve their financial goals, we'd love to hear from you.
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