Client Relationship Manager [Real Estate Investment]

Order Number: 824377 Responsibilities Portfolio focus - Real Estate Oversee and manage a portfolio of clients, providing consultative financial analysis to align with their investment goals. Identify and pursue new business opportunities to grow the client base and drive revenue expansion. Collaborate with internal teams to create customized investment solutions tailored to clients' financial objectives. Offer clients regular market updates, trend analysis, and insights, keeping them informed on investment opportunities and risks. Build lasting client relationships by offering expert advice throughout the investment process, while promoting a variety of investment products and strategies, including structured notes, bonds, FX trades, and portfolio management. Requirements Possess minimally 2 years exposure within the real estate investment field with a proven track record in investment management, portfolio management, or financial planning , with an existing pool of accredited investors. At least a bachelor's degree in Finance, Banking, Economics , or a related field. The ideal candidate would possess strong understanding of financial markets, investment products, and strategies. This employee should be equipped with excellent interpersonal skills and is able to demonstrate results-driven mentality. #J-18808-Ljbffr