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Building long-term wealth strategist

Sydney
beBeeInvestment
Posted: 25 August
Offer description

At resolver-recruitment, we are on a mission to help individuals build long-term wealth through strategic property investment.
As a Property Strategist, you will be the primary point of contact for new clients. You will understand their financial goals, risk profiles, and property knowledge.
Develop tailored property investment strategies that align with clients' long-term financial objectives. Educate clients on property investment principles, cash flow, yield, growth potential, and portfolio building. Work closely with internal teams to align strategy and execution.
Key Responsibilities:
* Act as the primary point of contact for new clients—understanding their financial goals, risk profiles, and property knowledge
* Develop tailored property investment strategies that align with clients' long-term financial objectives
* Educate clients on property investment principles, cash flow, yield, growth potential, and portfolio building
* Work closely with internal teams to align strategy and execution
* Ensure clients are investment-ready—assisting with finance partner referrals, structures, and onboarding
* Maintain strong, ongoing client relationships, ensuring consistent communication and support
* Prepare clients to move seamlessly into the Buyer's Agent process
Requirements:
* Background in property investment, buyer's agency, mortgage broking, financial planning, or related field
* Solid understanding of wealth creation, finance, and property investment strategies
* Strong interpersonal skills—you love educating and advising
* Strategic mindset with the ability to simplify complex concepts
* Certificate of Registration or Real Estate Licence (NSW) preferred
* Confident with CRM systems, client presentations, and data

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