Investment Advisor

• At least 3 years of experience in real estate investment, asset commercialization, advisory, or similar positions.

• Capacity to analyze a real estate investment opportunity and form an independent opinion on its attractiveness.

• Knowledge of profitability, yield, cash flow, comparables, financing, and real estate valuation.

• Proactive, persuasive profile clearly oriented toward objectives, conversion, and results.

• Capacity to manage a high volume of leads and maintain constant commercial follow-up.

• Good knowledge of the real estate market and the buying and selling process.

• Excellent communication, negotiation, and trust-building skills.

• Experience commercializing real estate opportunities to investors.

• Experience in the sale of investment housing, new builds, or real estate assets.

• Experience with wealth management clients, HNWI, or investment buyers.

• Having participated in both the analysis and the commercialization and closing of operations.

• Demonstrable track record of meeting or exceeding commercial objectives.

• Experience working with CRM and sales pipelines.

We are looking to bring on an Investment Advisor with investment analysis capacity and a strong commercial and closing orientation for our Direct Investments team, a business line differentiated from crowdfunding, focused on offering our investors real estate investment opportunities through the direct purchase of properties and other assets.

We want a profile capable of analyzing a real estate opportunity, understanding if it is attractive to an investor and, subsequently, knowing how to present it, defend it, and convert it into a closed operation.

Opportunities will be mainly linked to specific real estate assets selected by Urbanitae for their investment potential. We are looking for someone who combines investor judgment, commercial initiative, persuasion skills, and a clear orientation toward results.

• Analyze real estate investment opportunities: price, comparables, profitability, yield, cash flow, financing, risks, and appreciation potential.

• Contact and qualify investors, understanding their objectives, investment capacity, and purchase timing. Present the opportunities that best fit each investor in a commercial and convincing manner.

• Translate investment analysis into a simple, clear discourse oriented toward decision-making.

• Perform proactive and recurring commercial follow-up through calls, video calls, WhatsApp, and email. Address doubts, objections, and negotiation to move the investor forward during the process.

• Lead the conversion of the lead through to the reservation and closing of the operation.

• Manage the commercial pipeline and track metrics such as opportunities, reservations, closings, and conversion ratios.