Property Investment Advisor

Placements24; Riverton (UT); Hybrid; USD 42,000 - 61,000; Full time

Benefits offered by this job

Competitive salary

Commission/bonus structure

Medical aid and retirement benefits

Hybrid work model

Job summary

Placements24 is seeking an experienced Property Investment Advisor for Upington, Northern Cape. The role focuses on guiding clients through strategic real estate investments, with market analysis, portfolio construction, and risk management.

The ideal candidate will have 5–7 years in property investment or financial advising, strong analytical skills, and experience with hybrid client engagement. Applications allow for in-office and remote client meetings.

Qualifications

• Minimum 5–7 years in property investment or financial advisory.
• Relevant tertiary qualification in Finance, Economics, Real Estate, or related field.
• Certifications like CFA/CFP are advantageous.

Responsibilities

• Provide strategic real estate investment advice to clients.
• Conduct market research, valuations, and risk assessments.
• Develop tailored investment strategies and portfolios.
• Assist with acquisition and disposition of properties.
• Monitor performance and report to clients.
• Ensure compliance with financial regulations and ethics.
• Maintain client relationships in a hybrid service model.

Skills

Real estate investments

Financial analysis

Portfolio diversification

Communication skills

Negotiation

CRM systems

Education

Finance/ Economics/ Real Estate degree

Tools

CRM software

Financial planning software

Job description

About the Role

Our client, a prominent investment advisory firm, is seeking an experienced Property Investment Advisor to join their expanding team in **Upington, Northern Cape**. This role focuses on guiding clients through strategic **real estate** investment decisions, encompassing market analysis, portfolio construction, and risk management. The ideal candidate will possess a strong financial acumen, a deep understanding of the property market dynamics in **Upington** and surrounding regions, and exceptional client advisory skills. You will be responsible for developing tailored investment strategies for individuals and institutions, ensuring alignment with their financial goals and risk tolerance. The position operates on a **hybrid** model, allowing for productive client meetings both in-office and remotely, fostering flexibility and efficient service delivery. This is a significant opportunity to shape investment outcomes for clients within the **Northern Cape** property sector, working with a firm renowned for its integrity and expertise. Your advisory services will be key to unlocking the potential of **real estate** investments in **Upington** and beyond.

Key Responsibilities

• Provide expert advice to clients on **real estate** investment opportunities in **Upington** and across the **Northern Cape**.
• Conduct comprehensive market research, economic analysis, and property valuations to inform investment recommendations.
• Develop personalized investment strategies and portfolio plans based on client objectives and risk profiles.
• Assist clients in the acquisition and disposition of investment properties.
• Monitor investment performance and provide regular reports and updates to clients.
• Identify potential risks and develop mitigation strategies for **real estate** investments.
• Stay abreast of market trends, legislative changes, and economic factors impacting property investments.
• Network with industry professionals, developers, and other stakeholders to identify new opportunities.
• Ensure compliance with all relevant financial services regulations and ethical standards.
• Manage client relationships with a focus on long-term trust and satisfaction within a **hybrid** service model.

Requirements

• A relevant tertiary qualification in Finance, Economics, **Real Estate**, or a related field.
• Relevant professional certifications (e.g., CFA, CFP) are a strong advantage.
• A minimum of 5-7 years of experience in **property investment**, financial advising, or a related field.
• Demonstrable knowledge of the **Upington** and **Northern Cape** property markets.
• Strong financial modeling and analytical skills.
• Excellent understanding of investment principles, risk management, and portfolio diversification.
• Exceptional communication, negotiation, and interpersonal skills.
• Ability to build rapport and trust with a diverse range of clients.
• Proficiency in financial planning software and CRM systems.
• Ability to work effectively within a **hybrid** environment, managing both in-person and virtual interactions.
• A proactive approach to client service and business development.

Benefits

• Competitive salary and a lucrative commission/bonus structure based on client portfolio performance.
• Opportunity to work with a high-caliber client base and diverse investment opportunities.
• Comprehensive medical aid and retirement benefits.
• Significant opportunities for professional development and continuous learning.
• Flexible working arrangements through the **hybrid** model, offering work-life balance.
• Be part of a respected advisory firm with a strong reputation in the **Northern Cape**.
• Access to cutting-edge market research and investment tools.
• Regular professional development and networking events.
• Contribution to shaping clients' financial futures through strategic **real estate** investments.
• Work in a supportive environment that values expertise and client focus in **Upington**.