Independent Investment Advisor — Commission-Only

Balfour Capital Group; Málaga; Remote; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Remote work flexibility

Performance-based bonus

Access to industry research tools

Professional development opportunities

International team collaboration

Job summary

Balfour Capital Group is seeking a remote Real Estate Investment Advisor to manage a nationwide client portfolio from a fully remote setup. You will guide clients through complex real estate opportunities, build tailored investment plans, and maximize returns with sophisticated financial analysis and market insight.

The role requires at least 5 years in real estate investment or financial advisory, strong modeling and presentation skills, and the ability to work independently.

Qualifications

• Minimum 5 years of experience in real estate investment, financial advisory, or related field.
• Proven track record in investment advisory or portfolio management.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent understanding of real estate markets and investment principles.

Responsibilities

• Provide expert advice to clients on real estate investment opportunities.
• Analyze market trends, property values, and potential returns on investment.
• Develop and present customized investment strategies and plans for clients.
• Manage and monitor client real estate portfolios, making adjustments as needed.
• Identify and evaluate potential investment properties across various sectors.
• Conduct due diligence on properties and investment opportunities.
• Build and maintain strong, long-term relationships with a diverse client base.
• Collaborate with internal teams to support investment activities.
• Prepare detailed reports and presentations for clients and management.
• Stay informed on changes in real estate laws, regulations, and market dynamics.

Skills

Real estate investment

Financial advisory

Analytical skills

Communication

Remote work

Education

Bachelor's in Finance

Master's degree preferred

Tools

Investment software

CRM systems

Job description

Our client, a forward-thinking real estate investment firm, is seeking a dedicated Remote Real Estate Investment Advisor to join their fully remote team. This role is ideal for an experienced professional looking for the flexibility and autonomy of a remote-first position, managing a portfolio of clients nationwide. You will be responsible for guiding clients through complex real estate investment decisions, identifying opportunities, and managing their portfolios to maximize returns. The firm focuses on diverse investment strategies, including commercial, residential, and alternative real estate assets. As a remote advisor, you will leverage cutting-edge technology and communication tools to maintain strong client relationships and collaborate effectively with internal teams, regardless of physical location. We are looking for someone with a keen analytical mind, excellent financial acumen, and a proven ability to understand and navigate the intricacies of the real estate market. Your expertise will be crucial in developing customized investment plans and ensuring our clients achieve their financial goals. This is a remote position, therefore excellent self-management and communication skills are paramount.

About the Role

Our client, a forward-thinking real estate investment firm, is seeking a dedicated Remote Real Estate Investment Advisor to join their fully remote team. This role is ideal for an experienced professional looking for the flexibility and autonomy of a remote-first position, managing a portfolio of clients nationwide. You will be responsible for guiding clients through complex real estate investment decisions, identifying opportunities, and managing their portfolios to maximize returns. The firm focuses on diverse investment strategies, including commercial, residential, and alternative real estate assets. As a remote advisor, you will leverage cutting-edge technology and communication tools to maintain strong client relationships and collaborate effectively with internal teams, regardless of physical location. We are looking for someone with a keen analytical mind, excellent financial acumen, and a proven ability to understand and navigate the intricacies of the real estate market. Your expertise will be crucial in developing customized investment plans and ensuring our clients achieve their financial goals. This is a remote position, therefore excellent self-management and communication skills are paramount.

Key Responsibilities

• Provide expert advice to clients on real estate investment opportunities.
• Analyze market trends, property values, and potential returns on investment.
• Develop and present customized investment strategies and plans for clients.
• Manage and monitor client real estate portfolios, making adjustments as needed.
• Identify and evaluate potential investment properties across various sectors.
• Conduct due diligence on properties and investment opportunities.
• Build and maintain strong, long-term relationships with a diverse client base.
• Collaborate with internal teams (research, legal, finance) to support investment activities.
• Prepare detailed reports and presentations for clients and management.
• Stay abreast of changes in real estate laws, regulations, and market dynamics.

Requirements

• Minimum of 5 years of experience in real estate investment, financial advisory, or a related field.
• Proven track record of successful real estate investment advisory or portfolio management.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent understanding of real estate markets, financial modeling, and investment principles.
• Exceptional communication, interpersonal, and presentation skills.
• Ability to work independently and manage time effectively in a remote setting.
• Proficiency in investment analysis software and CRM systems.
• Bachelor's degree in Finance, Economics, Real Estate, or a related field; Master's degree preferred.
• Relevant professional certifications (e.g., CFA, CCIM) are a plus.
• Must have a reliable internet connection and a dedicated home office setup.

Benefits

This is a fully remote position offering significant flexibility and work-life balance. We provide a competitive base salary and a performance-based bonus structure with high earning potential. You will have access to industry-leading investment research and analysis tools. The company offers comprehensive health, dental, and vision insurance plans. Opportunities for professional development and continuous learning are strongly encouraged. You will be part of a collaborative, international team of experts. The firm supports ongoing training and certification for its employees. Enjoy the freedom to work from anywhere within the country, managing your own schedule effectively. We foster a culture of innovation and support. Access to a robust client network and exciting investment opportunities.