Client Advisor – Property Investment

About Ramsey Property Wealth

Ramsey Property Wealth is Australia’s premium property investment advisory firm.

We help sophisticated clients purchase, build, manage, and optimise property portfolios designed for long-term wealth creation through a structured advisory methodology — the Ramsey Advantage®.

We are a values-driven, high-performance business that acts in the best interest of our clients across 3 main disciplines Lending, Strategy & Buying.

About the role

The Client Advisor is a Portfolio Advisory role and is the primary client-facing advisory seat at Ramsey.

You own the end-to-end client relationship from the initial strategy session through to conversion to Portfolio Plan delivery, Statement of Advice presentation and reviews. You deliver the client’s wealth creation journey — translating market opportunity into a personalised strategy each client can execute with confidence.

This is a consultative advisory role, not a sales role or a Buyers Agent role. All leads are supplied by our Concierge team — you are not cold prospecting.

What you will do

• Deliver strategy sessions using our methodology
• Present strategy sessions with tailored portfolio strategy
• Brief Internal teams on modelling and debt structure requirements
• Present Statements of Advice jointly with other teams to secure client acceptance
• Deliver client reviews
• Manage 15–20 active client programs under SLA pressure

What we are looking for

• 2–3 years experience in finance, financial planning, property, property investment advisory, or comparable consultative sales (medical/pharmaceutical sales, real estate, management consulting, professional services — your sector matters less than your sales track record)
• Demonstrable consultative selling capability — you build trust quickly and convert on substance, not pressure
• Strong written and verbal communication — ability to simplify complex financial concepts for sophisticated clients
• Comfortable with structured KPIs, weekly scorecards, and the discipline of managing 15–20 concurrent client programs
• Genuine passion for property investment — through personal portfolio ownership, professional experience, or deep self-directed education
• Relevant tertiary qualification in finance, property, economics, or related field preferred but not essential
• Expert CRM proficiency or willingness to learn (we train)

What we offer

• Base salary consummate with experience + super + monthly performance bonus = OTE $185k (total package commensurate with experience and conversion track record)
• All client leads supplied — no cold prospecting, no hard selling
• Structured onboarding
• Clear progression pathway
• National expansion creates acceleration
• A premium brand to represent, with a high-performance and supportive team culture
• Bowen Hills, hybrid working arrangement

How to apply

Apply via the application link below.

Ramsey Property Wealth is an equal opportunity employer. We hire on values, capability, and fit.

Recruiters and remote sales agencies/consultants need not contact us.