Real Estate Investment Advisor

1. Sales and Business Development

• Identify and prospect potential clients within the HNI, upper affluent, and mass affluent segments. 
• Sell residential properties, commercial properties, serviced land, estates, and real estate investment products.  
• Develop and manage a strong sales pipeline through referrals, networking, events, cold outreach, partnerships, and existing client relationships. 
• Meet and exceed assigned sales targets, revenue targets, and conversion goals. 
• Conduct property presentations, site inspections, client briefings, and investment discussions. 
• Follow up with prospects from initial interest through to payment, documentation, and closing. 

2. Client Relationship Management

• Build and maintain long-term relationships with affluent clients, family offices, business owners, professionals, executives, and investors. 
• Understand each client’s investment objectives, risk appetite, liquidity position, lifestyle needs, and preferred property type. 
• Provide professional guidance on available real estate options based on client needs. 
• Maintain regular engagement with existing clients for repeat purchases, referrals, and portfolio expansion. 
• Deliver a premium client experience before, during, and after the transaction. 

3. Real Estate Advisory and Product Positioning

• Position properties and land opportunities as part of the client’s broader wealth-building or investment strategy. 
• Explain key features such as title status, location advantage, appreciation potential, rental yield, infrastructure, development timelines, payment plans, and resale opportunities. 
• Provide market insights on property trends, emerging locations, pricing, demand drivers, and investment risks. 
• Work with internal teams to prepare proposals, property brochures, investment summaries, and client presentations. 

4. Sales Execution and Transaction Management

• Guide clients through the full sales process, including inquiry, property selection, inspection, offer, negotiation, payment, documentation, and handover. 
• Coordinate with legal, documentation, finance, customer service, valuation, and operations teams to ensure smooth transaction closure. 
• Ensure all client documentation, KYC requirements, payment records, allocation letters, contracts, deeds, and title documents are properly processed. 
• Track outstanding payments and support collections where applicable. 
• Resolve client concerns promptly and escalate complex issues when required. 

5. Market Intelligence and Reporting

• Monitor competitor activities, pricing, promotions, client preferences, and emerging real estate opportunities. 
• Maintain accurate records of prospects, sales activities, follow-ups, conversions, and lost deals. 
• Prepare periodic sales reports, pipeline updates, client feedback reports, and market intelligence summaries. 

• Strong sales, negotiation, and closing skills. 
• Excellent relationship management and networking ability. 
• Good understanding of affluent client behavior and expectations. 
• Strong communication, presentation, and advisory skills. 
• Ability to explain real estate investment opportunities clearly and professionally. 
• Good knowledge of property locations, market trends, pricing, and investment drivers. 
• High level of integrity, professionalism, discretion, and client confidentiality. 
• Strong follow-up discipline and attention to detail. 
• Ability to work with sales targets and performance metrics. 

• Bachelor’s degree in Estate Management, Marketing, Business Administration, Finance, Economics, or a related field. 
• 2–5 years of experience in real estate sales, wealth management, private banking, investment sales, luxury sales, or relationship management. 
• Experience selling to HNI, upper affluent, mass affluent, or corporate clients is strongly preferred. 
• Good knowledge of property sales, land acquisition, title documentation, and real estate investment principles.