Portfolio Partner at Wagon Wheel Limited

Job Description

• As a Portfolio Partner, your primary role is to convert inbound leads into long-term clients by offering tailored investment guidance, managing property portfolios, and representing Wagon Wheel with professionalism and insight.
• You will work hand-in-hand with our marketing, CRM, and technical teams to deliver a seamless advisory experience.

Key Responsibilities

• Engage and manage leads provided by the company (no cold calls required)
• Understand client needs, investment goals, and lifestyle aspirations
• Present appropriate property solutions across our portfolio
• Advise clients on real estate investment strategy and payment plans
• Conduct site tours, virtual presentations, and onboarding sessions
• Build trust and maintain relationships for referrals and repeat sales
• Track engagement and pipeline progress through CRM tools
• Collaborate with the marketing team on feedback, insights, and campaign improvement

Requirements
Who We’re Looking For:

• Minimum qualification: Bachelor’s Degree in Business, Marketing, Real Estate, or related field
• Excellent interpersonal and communication skills
• A natural relationship-builder with emotional intelligence
• Previous experience in real estate, finance, sales, or client service (preferred)
• Comfortable advising high-net-worth individuals, investors, and families
• Detail-oriented, organized, and tech-savvy (CRM, WhatsApp, Email, etc.)
• Driven by results, but not aggressive — focused on value-based selling.

What We Provide:

• Daily inbound leads from our marketing and project pipeline
• Premium property offerings with strong ROI value propositions
• Sales and advisory training from industry experts
• Competitive base + commission
• Internal growth opportunities into regional or portfolio leadership
• A brand you can proudly represent.