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Investment Consultant

Pyramid8
Posted 7 hours ago, valid for 12 days
Location

Doncaster, South Yorkshire DN1 3NJ, England

Salary

£30,000 - £80,000 per annum

Contract type

Full Time

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Sonic Summary

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  • Our client is seeking an investment consultant to join their sales team, focusing on high-end property investment.
  • The role involves building relationships with clients, understanding their portfolio needs, and guiding them through the purchasing process of luxury properties in the UK.
  • Candidates should have industry experience and preferably a background in selling high-end products or services, with a salary that includes an uncapped commission structure.
  • The position offers desirable progression opportunities within the business and involves responsibilities such as client onboarding and maintaining strong client relationships.
  • Previous experience in financial services, property investment, recruitment, or luxury sales is advantageous, with a minimum of two years in a relevant field preferred.

Our client is a well-established business who specialise in several services to support property investment and they require an investment consultant to join their sales team and build relationships with high end investors who want to build a property portfolio. The role for the investment consultant is to build rapport, understand the type of portfolio the client wants to build and then take them through the sales process of buying off plan high end luxury properties around the UK. The commission structure is uncapped and the progression opportunities within the business are desirable.

Responsibilities

Establish and maintain strong client relationships

Identify you clients unique needs and guide them through the entire buying process

Follow up qualified and non-qualified leads

Consult with prospective and existing clients to build relationships

Own the onboarding of all your clients to ensure seamless transition from initial purchase through to completion

Accompany clients to onsite visits to provide personalised insights into the future property

Build a pipeline of prospects and maintain the relationship by keep in touch

Industry experience is desirable. Previous experience of selling high end products or services would also be an advantage.

Candidates with experience in financial services, property investment, recruitment services, prestigious car sales or marine sales may be interested in this role.

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