Investment and Retirement Planner developing tailor - made financial planning and investment solutions for RBC clients. Collaborating with teams to acquire new clients and maintain existing relationships.
About the role
- Director leading financial consulting at PwC, specializing in real estate strategy and advisory services. Overseeing client relations and multiple projects, mentoring future leaders in the industry.
Responsibilities
- Analyze real estate related transactions
- Set strategic direction and drive business growth
- Oversee multiple projects and maintain executive-level client relations
- Identify and address client needs
- Develop and sustain broad client relationships
- Utilize networking, negotiation, and persuasion skills
- Identify and sell potential new service opportunities
- Mentor and develop future leaders
Requirements
- Bachelor's Degree in Real Estate
- 8 years of experience
- Master's Degree in Real Estate preferred
- CPA, MAI, CFA and/or CCIM certification preferred
- Proven thorough knowledge of Real Estate Finance and valuation concepts
- Understanding of real estate valuations under U.S. GAAP and IFRS
- Specialized transaction and valuation services
- Conducting research and performing analyzes of real estate-related client matters
- Utilizing problem-solving skills and various software packages
- Collection, synthesis and analysis of real estate market data
- Analyzes of historical property operating statement and implications on worth
- Preparation of real estate valuation analyzes using acceptable methods
- Performance of analyzes involving real estate debt or valuations
- Analyzing real estate related transactions
- Identifying and addressing client needs
- Developing and sustaining meaningful client relationships
- Preparing and presenting complex written and verbal content
- Leading teams to generate a vision and establish direction
- Leveraging diverse views and coaching staff
Benefits
- medical
- dental
- vision
- 401k
- holiday pay
- vacation
- personal and family sick leave
- annual discretionary bonus
Job title
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