About Ramsey Property Wealth
Ramsey Property Wealth is Australia’s premium property investment advisory firm. We help sophisticated clients build, manage, and optimise property portfolios designed for long-term wealth creation through a structured advisory methodology — the Ramsey Advantage® Proven Process.
We operate from Brisbane with offices opening in Sydney and Melbourne. We are a values-driven, high-performance business — not a sales floor.
About the role
The Portfolio Advisor is the primary client-facing advisory seat at Ramsey. You own the end-to-end client relationship from Discovery Session through Strategy Conversion, Portfolio Plan delivery, Statement of Advice presentation, Client Investment Reviews. You are the architect of 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. The performance metric is conversion through trust and strategic clarity, not pressure or volume.
What you will do
- Deliver 30–45 minute Discovery Sessions using our methodology
- Present 60–90 minute 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 Investment Reviews and Annual Portfolio Performance Reviews
- Manage 15–20 active client programs under SLA pressure
What we are looking for
- 1–3 years experience in property investment advisory, financial planning, 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
- $85K–$95K base + super + monthly performance bonus = OTE $154k(total package commensurate with experience and conversion track record)
- All leads supplied — no cold prospecting
- 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 with client meetings often in-person
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.
