Real Estate Investment Advisor

1. Sales and Business Development

• Identify and prospect potential clients within the HNI upper affluent and mass affluent segments.
• Sell residential properties commercial properties serviced land estates and real estate investment products.
• Develop and manage a strong sales pipeline through referrals networking events cold outreach partnerships and existing client relationships.
• Meet and exceed assigned sales targets revenue targets and conversion goals.
• Conduct property presentations site inspections client briefings and investment discussions.
• Follow up with prospects from initial interest through to payment documentation and closing.

2. Client Relationship Management

• Build and maintain long-term relationships with affluent clients family offices business owners professionals executives and investors.
• Understand each clients investment objectives risk appetite liquidity position lifestyle needs and preferred property type.
• Provide professional guidance on available real estate options based on client needs.
• Maintain regular engagement with existing clients for repeat purchases referrals and portfolio expansion.
• Deliver a premium client experience before during and after the transaction.

3. Real Estate Advisory and Product Positioning

• Position properties and land opportunities as part of the clients broader wealth-building or investment strategy.
• Explain key features such as title status location advantage appreciation potential rental yield infrastructure development timelines payment plans and resale opportunities.
• Provide market insights on property trends emerging locations pricing demand drivers and investment risks.
• Work with internal teams to prepare proposals property brochures investment summaries and client presentations.

4. Sales Execution and Transaction Management

• Guide clients through the full sales process including inquiry property selection inspection offer negotiation payment documentation and handover.
• Coordinate with legal documentation finance customer service valuation and operations teams to ensure smooth transaction closure.
• Ensure all client documentation KYC requirements payment records allocation letters contracts deeds and title documents are properly processed.
• Track outstanding payments and support collections where applicable.
• Resolve client concerns promptly and escalate complex issues when required.

5. Market Intelligence and Reporting

• Monitor competitor activities pricing promotions client preferences and emerging real estate opportunities.
• Maintain accurate records of prospects sales activities follow-ups conversions and lost deals.
• Prepare periodic sales reports pipeline updates client feedback reports and market intelligence summaries.

• Strong sales negotiation and closing skills.
• Excellent relationship management and networking ability.
• Good understanding of affluent client behavior and expectations.
• Strong communication presentation and advisory skills.
• Ability to explain real estate investment opportunities clearly and professionally.
• Good knowledge of property locations market trends pricing and investment drivers.
• High level of integrity professionalism discretion and client confidentiality.
• Strong follow-up discipline and attention to detail.
• Ability to work with sales targets and performance metrics.

• Bachelors degree in Estate Management Marketing Business Administration Finance Economics or a related field.
• 25 years of experience in real estate sales wealth management private banking investment sales luxury sales or relationship management.
• Experience selling to HNI upper affluent mass affluent or corporate clients is strongly preferred.
• Good knowledge of property sales land acquisition title documentation and real estate investment principles.