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For Companies At a Glance
- Tasks: Engage with high-net-worth investors and present real estate opportunities.
- Company: Monta Capital connects investors to standout property developments across Europe.
- Benefits: Earn top-tier commissions, enjoy a supportive team culture, and no cold-calling tactics.
- Why this job: Join a dynamic team focused on real estate investment and personal growth.
- Qualifications: 2+ years in property sales or investment; strong communication skills required.
- Other info: Submit a short video introduction with your application.
The predicted salary is between 36000 - 60000 £ per year.
Salary: £25,000–£27,000 basic + uncapped commission & performance bonuses
OTE: £80,000+ (Year 1) Six-figure potential for top performers
We are seeking a highly driven, commercially minded Private Client Advisor to join our growing property investment team.
This is a sales-focused role centred around speaking with high-net-worth individuals and sophisticated investors, building relationships, and introducing them to premium property investment opportunities.
If you are competitive, financially motivated, and hungry to build a career in investment management, this role offers significant earning potential and long-term progression.
What You’ll Be Doing
- Reaching out daily to potential investors via outbound calls through leads
- Engaging and qualifying HNWIs and sophisticated investors
- Delivering a structured investment pitch and developing your own authentic delivery style
- Managing and nurturing a pipeline of investors
- Booking and attending investment consultationsFollowing up consistently to convert opportunities into transactions
- Working closely with senior management to close deals
- Maintaining accurate CRM records and pipeline reporting
- Working with clear daily, weekly, and monthly KPIs
This is a high-activity, high-performance environment
KPIs & Performance Metrics
You will be measured on:
- Daily outbound call volume
- Talk time
- Qualified investor appointments booked
- Deals agreed and revenue generated
- Monthly revenue targets
This is not a passive account management role, it is proactive, target-driven sales.
Who We’re Looking For
We want ambitious individuals who can answer yes to the following:
- Do you have a competitive nature?
- Are you financially driven and motivated by commission?
- Are you confident learning a proven pitch and making it your own?
- Do you want to build a long-term career in investment management?
- Are you resilient and comfortable handling objections?
- Are you prepared to work hard to achieve significant earnings?
- Have you worked in a sales environment before?
- Have you considered moving sectors into property investment?
What We Offer
- Uncapped commission structure
- Performance bonuses
- Ongoing sales and investment training
- Exposure to high-value transactions and sophisticated investors
- A high-performance, ambitious team culture
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Private Client Advisor employer: Monta Capital
Contact Detail:
Monta Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Advisor
✨Tip Number 1
Familiarise yourself with Monta Capital's projects and values. Understanding their focus on high-quality, design-led developments will help you engage more effectively with potential clients and demonstrate your genuine interest in the company.
✨Tip Number 2
Network within the real estate investment community. Attend industry events or join relevant online forums to connect with professionals who can provide insights or even referrals that could enhance your application.
✨Tip Number 3
Prepare to showcase your communication skills. Since the role involves engaging with high-net-worth individuals, practice articulating complex investment opportunities clearly and confidently to make a strong impression during interviews.
✨Tip Number 4
Demonstrate your ambition and adaptability. Monta Capital values growth within a fast-paced environment, so be ready to discuss how you've thrived in similar situations and how you plan to contribute to their success.
We think you need these skills to ace Private Client Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in property sales, investment, or client services. Use specific examples that demonstrate your ability to build trust and deliver value in high-stakes conversations.
Craft a Compelling Video Introduction: In your video, be clear and concise. Introduce yourself, explain why you want to join Monta Capital, and highlight what unique skills or experiences you bring to the team. Keep it engaging and professional.
Showcase Your Communication Skills: Since the role requires strong communication, ensure your application reflects this. Use articulate language and a polished tone in both your CV and video. Consider how you can convey emotional intelligence through your examples.
Research Monta Capital: Familiarise yourself with Monta Capital's mission and values. Understanding their approach to real estate investments will help you align your application with their goals and demonstrate genuine interest in the company.
How to prepare for a job interview at Monta Capital
✨Know Your Real Estate Basics
Make sure you have a solid understanding of the real estate market, especially in London and Lisbon. Familiarise yourself with current trends, key developments, and investment opportunities to impress during your interview.
✨Showcase Your Communication Skills
As a Private Client Advisor, strong communication is key. Practice articulating your thoughts clearly and confidently. Be prepared to discuss how you've built trust with clients in previous roles.
✨Prepare for High-Stakes Conversations
Expect to engage in discussions that require emotional intelligence and professionalism. Think of examples from your past experiences where you successfully navigated challenging conversations with clients.
✨Demonstrate Your Ambition
Monta Capital values ambition and growth. Be ready to share your career aspirations and how you see yourself evolving within the company. Show them you're not just looking for a job, but a long-term career.