Verified Job
Real Estate
Client Advisor - Property Investment
Real Estate
#38557
Remote / WFH
Employment Hero
Job Description
2–3 years in finance/planning/property or comparable consultative sales; sector less important than sales track record.
Demonstrable consultative selling—builds trust quickly and converts on substance, not pressure.
Manage 15–20 concurrent client programs under SLA pressure, including delivering client reviews.
Sign up or log in to analyse my fit
Role Type
Permanent • Full-time • Mid-level Senior
Description
About Ramsey Property Wealth
Ramsey Property Wealth is Australia’s premium property investment advisory firm.
We help sophisticated clients purchase, build, manage, and optimise property portfolios designed for long-term wealth creation through a structured advisory methodology — the Ramsey Advantage®.
We are a values-driven, high-performance business that acts in the best interest of our clients across 3 main disciplines Lending, Strategy & Buying.
About the role
The Client Advisor is a Portfolio Advisory role and is the primary client-facing advisory seat at Ramsey.
You own the end-to-end client relationship from the initial strategy session through to conversion to Portfolio Plan delivery, Statement of Advice presentation and reviews. You deliver the client’s wealth creation journey — translating market opportunity into a personalised strategy each client can execute with confidence.
This is a consultative advisory role, not a sales role or a Buyers Agent role. All leads are supplied by our Concierge team — you are not cold prospecting.
What you will do
Deliver strategy sessions using our methodology
Present strategy sessions with tailored portfolio strategy
Brief Internal teams on modelling and debt structure requirements
Present Statements of Advice jointly with other teams to secure client acceptance
Deliver client reviews
Manage 15–20 active client programs under SLA pressure
Demonstrable consultative selling—builds trust quickly and converts on substance, not pressure.
Manage 15–20 concurrent client programs under SLA pressure, including delivering client reviews.
Sign up or log in to analyse my fit
Role Type
Permanent • Full-time • Mid-level Senior
Description
About Ramsey Property Wealth
Ramsey Property Wealth is Australia’s premium property investment advisory firm.
We help sophisticated clients purchase, build, manage, and optimise property portfolios designed for long-term wealth creation through a structured advisory methodology — the Ramsey Advantage®.
We are a values-driven, high-performance business that acts in the best interest of our clients across 3 main disciplines Lending, Strategy & Buying.
About the role
The Client Advisor is a Portfolio Advisory role and is the primary client-facing advisory seat at Ramsey.
You own the end-to-end client relationship from the initial strategy session through to conversion to Portfolio Plan delivery, Statement of Advice presentation and reviews. You deliver the client’s wealth creation journey — translating market opportunity into a personalised strategy each client can execute with confidence.
This is a consultative advisory role, not a sales role or a Buyers Agent role. All leads are supplied by our Concierge team — you are not cold prospecting.
What you will do
Deliver strategy sessions using our methodology
Present strategy sessions with tailored portfolio strategy
Brief Internal teams on modelling and debt structure requirements
Present Statements of Advice jointly with other teams to secure client acceptance
Deliver client reviews
Manage 15–20 active client programs under SLA pressure
