Portfolio Relationship Manager
Responsibilities
- Lead and manage the real estate portfolios of high-net-worth individuals, offering expert
advice and strategic solutions for asset management and growth.
- Develop and nurture strong, long-term relationships with clients, understanding their
unique needs and objectives to provide tailored services and solutions.
- Foster and expand our network of builders and partners, maintaining collaborative and
mutually beneficial relationships.
- Provide innovative and value-added solutions to meet client requirements, enhancing
their portfolios and maximizing returns.
- Drive revenue streams through effective relationship management, upselling
opportunities, and cross-selling of services.
- Champion the organization's Vision, Mission, and Values, leading by example and
inspiring team members.
- Identify and capitalize on opportunities for portfolio growth through both traditional and
digital channels, staying abreast of industry trends and market developments.
- Set and achieve ambitious targets, consistently exceeding expectations and
contributing to the overall success of the organization.
Requirements
- Bachelor's degree in a relevant field; additional certifications or advanced degrees
preferred.
- Proven track record of success in senior-level relationship management roles within the
real estate or financial services industry.
- Exceptional communication, negotiation, and interpersonal skills, with the ability to
build rapport and influence stakeholders at all levels.
- Strategic thinker with a proactive and results-oriented approach, able to identify
opportunities and drive initiatives to fruition.
- Strong leadership qualities, with the ability to inspire and motivate team members
towards common goals.
- Expertise in MS Office Suite and familiarity with CRM software.
- Impeccable attention to detail and a commitment to delivering excellence in all aspects
of work.
Skills: crm,crm software,real estate,client requirements
