Overview
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.
This position provides real estate investment, property management and closely-held business oversight services to the Bank's Wealth Management clients.
Manages local real estate and personal property in assigned fiduciary accounts. Utilizes investment expertise and market analysis to maximize asset returns while minimizing risk.
Coordinates with clients and associates to ensure that special assets comply with account objectives and beneficiary needs.
Responsibilities
Asset Management : Effectively manage real estate, notes, partnerships, closely-held businesses, personal property and liabilities secured by real estate to maximize investment performance, minimize risk, and ensure the asset's physical condition.
Negotiates leases and acquisitions with terms favorable to the account and relative to market conditions. Works closely with brokers and prospective tenants in monitoring income flow, closings, and distributions.
Upholds asset physical condition by contracting out repairs and maintenance as necessary. Reviews new tax reappraisals and appeals if appropriate.
- Relationship Development : Supports client relationship retention and development through a variety of tasks. Coordinates real and personal property activities as well as closely-held business dealings with client-facing associates to bolster relationship building efforts.
- Risk Management : Manages risks associated with investment activities including active participation in Regulation 9 reviews and the timely performance of property inspections.
Obtains and reviews new appraisals. Identifies and resolves environmental or Americans with Disabilities Act compliance issues.
Business Support : Participates in sales calls and presentations to enhance product and service awareness among clients, prospects, and referral sources.
Qualifications
- Bachelor's Degree and 4 years of experience in Real Estate, Closely-Held Business, or Fiduciary OR High School Diploma or GED and 8 years of experience in Real Estate, Closely-Held Business, or Fiduciary
- License or Certification Type : Real Estate Salesperson License preferred
- Skill(s) : Knowledge of Real Estate sales and management
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Trust Special Assets (Unique) Manager
Coordinates with clients and associates to ensure that special assets comply with account objectives and beneficiary needs. ...
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