Portfolio Partner at Wagon Wheel Limited

Job Overview

Location
Lagos, FCT
Job Type
Full Time
Date Posted
19 days ago

Additional Details

Job ID
144988
Job Views
30

Job Description






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.



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