First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.
Real Estate Asset Manager has overall responsibility for the fiduciary real estate assets at FRTC. The position performs the administration of real estate and other assets, directly owned by a trust account and monitors the performance of these assets. The Asset Manager performs annual reviews on all assets, as well as creates and reviews the annual Investment Policy Statement (IPS) for each new account and relationship. In addition, the Manager ensures compliance with all applicable FRTC Policies and Procedures.
Skills, Knowledge and Abilities: