Portfolio Strategist

Remote – Work From Home

Residential Sales (Real Estate & Property)

Full time

To apply please send your CV and Cover Letter to recruitment@australianpropertyscout.com.au

Australian Property Scout is a property investment buyers agency that sources quality investment properties right across the country. We have a primary focus on residential property and cater to a wide variety of investors be it beginners right the way through to the more savvy investors & business owners. The recent surge in demand for commercial property within our community necessitates the establishment of this new division.    

We are a team with great culture and a desire to help investors achieve financial freedom & retire through property. Something often talked about, but rarely achieved! Our core values are driven around honesty and transparency to our clients, and delivering the best results and service possible.

Position Description
The Portfolio Strategist plays a key role in the growth and progression of client’s property portfolios by implementing strategies developed by the Head of Strategy and Director of APS. This full-time, client-facing role requires initiating and conducting regular strategy calls, ensuring clients receive timely guidance on market conditions, and portfolio steps. By reviewing and analysing portfolio progress, the portfolio strategist fosters long-term relationships and keeps clients on track to meet their goals. This role also entails collaboration with internal teams to optimise operations and maintain the highest standards of data integrity, attention to detail, and proactive client engagement, ensuring a smooth journey through acquisition, construction, and renovation milestones. 

Duties Overview

Strategy Implementation

• • Implement client portfolio strategies as directed by the Head of Strategy and Director.

• • Guide clients on portfolio development aligned with their strategic plan. 

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Client engagement & Communication

• • Proactively schedule and lead strategy calls with clients.

• • Deliver market, finance, and portfolio related guidance tailored to individual client timelines and objectives.

• • Provide general support and respond to client queries promptly and professionally

Portfolio Review & Analysis

• • Conduct regular portfolio reviews and progress assessments.

• • Identify risks, opportunities, and timing considerations to support strategic outcomes.

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Returning Client Sales Support

• • Take ownership of securing returning clients by proactively identifying opportunities and guiding them through the re-engagement process.

  • Collaborate with internal teams on campaigns and strategies to support returning client business.

  • Build and maintain strong professional relationships 

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Stakeholder & Team Collaboration

• • Build and maintain strong professional relationships with clients, stakeholders, and referral partners.

• • Work collaboratively with the Head of Strategy, Client Success team, and other internal stakeholders to enhance the client journey and internal processes.

Professional Standards & Development

• • Represent APS with professionalism, integrity, and a client first mindset.

• • Maintain general awareness of market conditions, economic trends, and lending environments relevant to residential and commercial property investment, to support informed internal discussions and client facing communications.

  • Commit to ongoing development of your property knowledge and professional capabilities within the scope of your role.

Standards

• • Data integrity – requires a strong focus on data input and data management while using the CRM and other systems.

• • Attention to detail – requires a high level of attention to detail when completing tasks throughout the process.

  • Value add – adding value at every opportunity is encouraged and welcomed.
  • Dependability – being reliable, responsible, and dependable in fulfilling the obligations.
  • Work-flow management – become an expert in prioritising and multitasking.
  • Solution focused – being confident and capable in producing solutions.