Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. 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 FiduciaryLicense or Certification Type: Real Estate Salesperson License preferredSkill(s): Knowledge of Real Estate sales and managementThe base pay for this position is generally between $114,000 and $140,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here.
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