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Portfolio Strategist

Job Title: Portfolio Strategist

Location: Remote

$85,000 per annum + superannuation + commissions. OTE of $100k – 120k P/A.

About the role:
As a Portfolio Strategist, you will be at the forefront of conducting comprehensive portfolio mapping sessions with our valued investors. Your role involves delving into the intricacies of their financial goals, risk tolerance, and investment preferences, ensuring a deep understanding that forms the foundation for tailored investment strategies. Your expertise will be pivotal in providing continuous strategy support, empowering clients to scale their portfolios and realize their financial potential.

You will serve as a trusted guide throughout the investment process, offering expert support and insights that navigate clients towards informed and successful investment decisions.

About Us: InvestorKit has a mission to improve the lives of our clients by helping them invest with confidence, outperform the market and build a high-performing property portfolio. We are seeking a motivated and skilled Portfolio Strategist to join our team and contribute to the success of our clients.

Key Responsibilities:

  1. Portfolio Mapping Sessions:
    • Conduct comprehensive portfolio mapping sessions with investors to understand their financial goals, risk tolerance, and investment preferences.
    • Work closely with brokers and the acquisitions division to create buyer briefs and provide support throughout the investment process.
  2. Client Relationship Management:
    • Reconnect with clients at various stages of their investment journey.
    • Provide ongoing strategy support to help clients scale their portfolio and achieve their financial objectives.
    • Guide clients through the investment process, offering expert support and insights.
  3. Business Development:
    • Build and nurture strong client relationships, ensuring exceptional service delivery.
    • Identify opportunities for business growth and client portfolio expansion to meet their growth.
  4. Career Progression:
    • Access professional development opportunities with the potential to advance to various positions within the business, including Senior Portfolio Strategist roles.
    • With growth in the role, your total earnings can increase to $120k – $150k as you build further relationships with our clients.
  5. Record Keeping:
    • Maintain detailed and up-to-date records using our CRM system.
    • Demonstrate a high level of organisational skills to manage client information effectively.

Qualifications and Skills:

  • QPIA qualification or backgrounds in financial planning, buyers agency, wealth advisory, mortgage broking, or lending is highly valued
  • Personal property investment portfolio management experience 
  • Strong written and verbal communication skills 
  • Analytical skills with the ability to present complex financial concepts clearly
  • Strong analytical skills with the ability to present and justify recommended strategies using qualitative and quantitative reasoning.
  • You love your property research reports, podcasts, and youtube videos. Someone who is genuinely looking for their passion for property to connect with what they do each day.

If you are a results-oriented individual with a passion for (insert role) and seeing your clients achieve their goals, we would love to hear from you.

How to Apply:

At InvestorKit we like to see the person behind the resume so we can gain a deeper understanding of your motivations, values, and personal, professional and financial goals that you want to achieve with us.

Below are the three questions we would like you to address in a video that you must include with your application:

  1. What inspired you to pursue a career as a Portfolio Strategist, and what does success look like to you?
  2. Values are the heartbeat of how we do our job. What values do you live by, and how do you see them integrating here at InvestorKit?
  3. What are the personal, professional and financial goals you hope to achieve at InvestorKit?

Your responses to these questions will provide us with valuable insights into your fit for the position and our company culture.

P.S: We don’t mind how you film it, you can use your phone, webcam, professional gear, whatever suits you best. Just take your time with it and make sure you are happy with what the video says about you before you send it.

For any questions feel free to email [email protected].

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