Producer coordinator /FA's
We are looking for a customer-oriented person with good interpersonal and communication skills.
We are a real estate investment/advisory firm with more than 25 years of experience and reach in Latin America.
Reports/Relationships:
The Investment Advisor (IA) reports to the Sales Director and acts as a key strategic partner in developing relationships with clients and investors.
Basic functions:
The IA is responsible for business development and relationship management with private and institutional investors.
The IA will grow and manage a portfolio of investor relationships. Responsibilities include acquiring new business through calling/emailing existing clients and leads, soliciting referrals and contacting targeted prospects. A successful IA matches our investment products with the needs of our investment clients.
Responsibilities include:
Acquire investor clients: Prospect for new investment relationships (through digital and analog media).
Expand and retain relationships: Profile new and existing investment clients to ensure cross-selling of investments and other company products. Follow up on all investment accounts to ensure that the opportunity has been fully utilized.
Develop: Assist the "Managing Partners" and the "Marketing Team" in the creation of consistent investment packages, investment equity analyses, investment memoranda, contribution agreements and persuasive and reliable business presentations.
Qualifications:
3+ years of direct experience in commercial banking and/or IA business relationship development.
Experience in financial analysis related to real estate investments is preferred.
Ability to sell products with proven sales experience and product knowledge with investment clients.
Advanced relationship management, new business development and sales prospecting skills (digital and analog tactics).
Strong organizational and time management skills; strong problem solving skills; strong ability to understand concepts and processes; ability to partner and influence, ability to evaluate risk adjusted returns and pay/performance decisions.
Able to handle most problems independently.
Sound knowledge of product profitability and real estate investment products.
Required skills include:
Relationship Building: Strong interpersonal skills and ability to gain the trust of customers.
Proactive: Self-confident and tenacious in pursuing prospects.
Sales Skills: Disciplined approach to sales practices and activities.
Communication Skills: Efficient communicator with excellent listening and profiling skills.
Time Management: Extremely organized and able to balance priorities.
Bilingual English/Spanish. Portuguese (a plus ++).
A portfolio of existing relationships is an important plus.
Dedication: Full Time.
Compensation:
Compensation is commensurate with experience and includes a competitive base salary, performance-based compensation, bonus opportunity and, in the future, participation in the company's equity plan.
