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1 month ago
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Rwinvest·1 month ago
1 month ago

Associate Investment Consultant Manager

Liverpool, United KingdomFull-timeSenior · 5-10 yearsManagement Consultant

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Must-have skills for this role

  • team management
  • coaching
  • performance management
  • crm systems

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Apply faster with autofill FREErwinvest uses Workable - autofill it instead of retyping.careers.example.com/applyAutofillingFull namePriya SharmaEmailpriya.sharma@example.comPhone+49 30 1234567LocationBerlGet the extension

About this role

About RWinvest

RWinvest is a leading UK off-plan property investment company, helping clients identify and invest in high-quality buy-to-let opportunities across the UK.

 

The Role

Due to continued growth, we are launching a new Associate Investment Consultant team. This team will engage our existing investor database, build early-stage relationships, understand client requirements and arrange high-quality screenshare appointments, viewings and consultations for our experienced Investment Consultants.

We are looking for an energetic and supportive Team Leader to manage, coach and motivate a team of four Associate Investment Consultants.

You will ensure the team delivers an excellent first experience for prospective investors while achieving agreed KPIs for activity, conversations, qualification, appointment setting, follow-up and CRM management.

Key responsibilities

·         Manage daily team activity and ensure individuals are working effectively through their allocated investor leads and follow-up tasks.

·         Hold regular one-to-ones, performance reviews and coaching sessions with each team member.

·         Provide practical coaching on communication, rapport building, questioning techniques, objection handling, qualification and appointment setting.

·         Review calls, written communications and CRM notes to maintain a consistently high standard of investor engagement.

·         Identify performance trends, recognise strong performance and put clear improvement plans in place where required.

·         Work closely with Investment Consultants and sales leadership to ensure appointments are appropriately qualified and handovers are clear and professional.

·         Lead by example, maintaining high energy, professionalism, organisation and a strong focus on investor experience.

Requirements

What we are looking for

·         Previous experience managing, supervising or coaching a small team in a target-driven environment.

 

·         Comfortable working with KPIs, performance data, activity reports and CRM systems.

·         Excellent communication skills, with the confidence to give constructive feedback and hold honest performance conversations.

·         Highly organised, proactive and able to manage competing priorities.

·         A positive, energetic and resilient leadership style.

·         Able to create a supportive but accountable culture, where people understand their targets and feel motivated to achieve them.

·         Experience in a contact centre, sales support, appointment-setting, lead-generation, customer service, recruitment, estate agency, financial services, automotive or another performance-led environment would be beneficial.

Benefits

What we offer

·         Competitive salary plus an attractive performance-related bonus.

·         The opportunity to build, shape and lead a newly created team.

·         Full training on RWinvest, off-plan property investment, the investor journey and internal systems.

·         Ongoing support from an experienced sales leadership team.

·         If you are a motivating people manager who enjoys developing talent, improving performance and leading a high- energy team, apply today to join RWinvest as an Associate Investment Consultant Team Leader.

Company

Rwinvest
Liverpool, United Kingdom

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Rwinvest's careers site·first seen 15 Aug 2026·last verified 8 Sept 2026·How we source jobs

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