Colive - Wealth Manager (5-10 yrs)

Wealth Manager - Real Estate Investment

A Wealth Manager specializing in Real Estate Investment is responsible for providing strategic advice and tailored investment solutions. The role focuses on leveraging real estate opportunities to meet clients' financial goals while maintaining long-term relationships.

Key Responsibilities:

Client Advisory and Relationship Management:

- Build and maintain strong relationships with HNWIs, family offices, and institutional clients.

- Conduct in-depth financial needs analyses, focusing on real estate as an asset class.

- Provide clients with tailored investment strategies aligned with their risk tolerance and financial goals.

Real Estate Investment Strategy:

- Develop and recommend real estate investment strategies, including direct property acquisition, REITs, real estate funds, and structured products.

- Advise clients on property types such as residential, commercial, industrial, and mixed-use developments.

- Identify and evaluate emerging trends and opportunities in the real estate market.

Portfolio Management:

- Manage diversified real estate investment portfolios to maximize returns while mitigating risks.

- Conduct regular reviews of property performance, market conditions, and investment alignment with client objectives.

- Provide insights on capital appreciation, rental yields, and tax-efficient strategies.

Market Research and Analysis:

- Stay updated on local, regional, and global real estate market trends and regulatory changes.

- Perform detailed market analyses, including property valuation, ROI projections, and feasibility studies.

- Collaborate with real estate developers, brokers, and legal teams to identify lucrative opportunities.

Transaction Management

- Oversee the end-to-end process of real estate transactions, including due diligence, negotiations, and documentation.

- Ensure compliance with local and international property regulations.

- Assist clients in securing financing, if required, by liaising with financial institutions.

Business Development:

- Expand the client base by networking, attending industry events, and leveraging referrals.

- Cross-sell real estate investment opportunities with other financial products and services.

Key Qualifications:

- 5-10 years of experience in wealth management from financial companies.