Property Share - Investment Advisor

Investment Advisor

Responsibilities of the advisor include:

1. Deliver expert investment advice to prospective clients and drive capital-raising.

2. Proactively manage existing and new leads, ensuring consistent communication and pipeline development.

3. Collaborate with stakeholders to provide seamless, high-quality client experience beyond the initial engagement.

4. Strategically build and maintain existing investor relationships, focusing on long-term success and satisfaction.

5. Monitor market trends and investment opportunities to provide clients with timely and relevant insights.

6. Ensure compliance with all regulatory and organizational standards in managing client portfolios.

7. Conduct regular portfolio reviews to ensure clients' investment strategies align with their financial goals.

Key Skills:

1. Commitment to Customer Success: Actively understanding and addressing client needs while building long-term relationships through trust and ongoing support.

2. Excellent Interpersonal, and Communication Skills: Effectively communicating complex information to clients and internal teams.

3. Ability to Gather and Use Data: Skilled in collecting and analyzing data to enable decisions, identify opportunities, and mitigate risks.

4. Ability to Work in a Fast-Paced Environment: Efficiently managing multiple tasks, prioritizing effectively, and staying composed under pressure to meet deadlines.

Experience:

1. 3+ years in a fast-paced environment, ideally in Sales or Private Wealth Management.

2. NISM XA/XB Certification with a solid foundation in investment and financial planning concepts.

3. Proven expertise in building relationships and driving growth.