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- 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.
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Co-Founder & CEO at Monta Capital | Building value through strategic real estate investments | Passionate about developing more than just property…
Private Client Investment Associate
Monta Capital connects investors to a small number of standout property developments across Europe — including high-quality, design-led projects in London and Lisbon.
We work exclusively with experienced operators and back opportunities with strong fundamentals and long-term potential.
Through our global investor hub, we make these opportunities accessible to a growing base of private and professional investors. This role is central to that mission.
The Role: Private Client Investment Associate
We’re looking for a confident, client-facing individual to join our Investor Relations team and help us raise capital for our active real estate investments — primarily through direct and in-direct capital that funds live developments in London and Portugal.
You’ll work directly with private clients and prospects, helping them understand the opportunities, building long-term relationships, and supporting them through the investment journey. You’ll be part of a small, entrepreneurial team where performance is rewarded, learning is fast, and energy is everything.
This is a rare opportunity for someone with off-plan property, estate agency, or high-value sales experience to step into the world of private investment and capital raising.
What You’ll Be Doing
- Engaging with high-net-worth and sophisticated investors
- Presenting real estate bond investment opportunities with clarity and professionalism
- Managing inbound investor interest and nurturing leads using our CRM system
- Building a long-term investor book, offering guidance and updates
- Supporting campaign launches and marketing alignment
- Playing an active role in monthly, quarterly, and annual capital raise targets
What We’re Looking For
2+ years of experience in property sales, investment, estate agency, or private client services
Strong communicator — articulate, emotionally intelligent, and polished
A track record of building trust and delivering value in high-stakes conversations
Ambition to grow within a fast-paced, entrepreneurial investment firm
Genuine interest in real estate and wealth creation
London-based or within commuting distance
What You’ll Earn
Top performers regularly exceed six figures
Clear progression into senior capital raising and investor relations roles
Why Monta Capital?
- You’ll work on live developments in London, Lisbon, and other key European cities
- Our global investor hub brings in quality leads — no cold-calling boiler room tactics
- We operate with credibility, creativity, and strong ethics
- You’ll join a close-knit, ambitious team that supports growth and celebrates success
How to Apply
To apply, send:
Your CV
A 15–30 second video introducing yourself and answering:
- Who are you?
- Why do you want to join Monta Capital?
- What would you bring to the team?
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Employment type
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Finance and Sales
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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.
