Unique Asset Manager
Core
Manage a geographically dispersed portfolio of 50-100 residential trust real estate properties, overseeing purchases, sales, leases, renovations, and repairs for the Private Bank.
Role type
Senior IC asset manager (real estate/trust)
Builds
Managed real estate portfolios for trust, estate, and guardianship clients
Domain
Banking / Real Estate / Trust Administration
Deliverable
product features
Required skills
Real estate portfolio oversight, property management coordination, real estate transaction negotiation, project management (renovations/repairs), probate court testimony, stakeholder communication, Microsoft Excel/Word proficiency
Preferred skills
Real estate salesperson license, multi-tasking organization
Technologies
Microsoft Excel, Microsoft Word
Responsibilities
Provide oversight for a geographically dispersed and diverse portfolio of 50-100 mostly residential properties; Coordinate all aspects of property management within highly dynamic administration, service and new business environments; Assume leadership role in the oversight and negotiations of purchases, sales and leases of real trust real estate; Provide oversight services for renovations, modifications and repair projects for assigned properties, from design through completion; Participate in testimonial appearances before probate court, if necessary.
