Investure is #hiring for a Client Relations Associate to join our Client Relations team. This person must be able to design, prepare, and deliver high-quality communications and reports that analyze and effectively communicate portfolio information to client boards and committees. An understanding of institutional multi-asset class portfolios and/or a strong desire to learn and understand these portfolios (coupled with strong analytical skills) is required. The ideal candidate should possess a natural curiosity, an affinity for the client-centered nature of the work, and a passion for collaborating as a team. https://lnkd.in/d6BpDntH
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A lot of Advisers get pretty grumpy coming up to EOFY 🥵 All of the ADMIN, the follow up, chasing clients xyz... The result of being either: 1. Under-supported 2. Having to take on too many clients One thing we pride ourselves on at Pivot, is providing a top-tier service to our clients. Making sure that our T's are crossed, our I's are dotted & we're identifying every opportunity available to our clients. To do that, our Advice team needs to be supported & have the time to focus on exactly that. What we do is: 1. Every Adviser has a dedicated pod - Associate, CSO, Paraplanner. 2. They take on a book of absolutely no more than 100 clients. 3. We leverage technology to remove tedious tasks. 🤏🏼 If you're feeling the pinch this EOFY, good news is that we're hiring for one more Senior Adviser to join our Sydney HQ at Pivot Wealth. Ben Siobhan
Senior Financial Adviser Job in Sydney NSW - SEEK
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The single most powerful tactic for investing in real estate: Relying on your people. The people → who are all about transparent communication The people → who are always there to support & help The people → who are all about collaboration The people → who are actively listening The people → who are open to growth Core values are not just buzzwords you write on your website or brochure. It’s the foundation of who you are, what decisions you make. It’s how you act when nobody is watching. At XSITE Capital, we live & breathe by 5 principles that guide us forward as a team and help form long-term relationships with our investors: 1 - Honesty & integrity: It’s the foundation of how we work. We're committed to upholding the highest standards of honesty and integrity in all our dealings. 2 - Growth & abundance mindset: We see challenges as opportunities, hurdles as stepping stones. We're not just here to participate, we're here to help our people thrive. 3 - Tenacity: Real estate isn't for the faint-hearted, and we're ready to get our hands dirty. Our resolve is unshakable, our will unbreakable. We stay the course, steadfast in our commitment to achieving our goals. 4 - Humility: Despite our achievements, we remain grounded. We listen, we learn, we evolve. This humility keeps us connected to our roots and helps us maintain strong, authentic relationships with everyone we work with. 5 - Dare to be unique yourself: We're not afraid to break the mold. We're innovators, trendsetters, unafraid to stand out in the crowd. We constantly strive to bring fresh, innovative approaches to the table, challenging the status quo in pursuit of excellence. - - - - - These 5 core values shape every decision and action we take at XSITE Capital. They inspire us to be better for ourselves & for our people. It’s the business that is built on trust, strong passion & leaving a lasting legacy. P.S. We’re looking for one new person to join our team! Role → Investor relations specialist Click the link below in the comment section or visit my profile to learn more about the role! ✊ Apply or DM and let’s talk! P.P.S. Know somebody who might be interested? I would love to chat with them! Appreciate any support!
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Imagine never having to have difficult conversation with a LP again? 😃 Can I guarantee that?... Not quite. But can I help lower those numbers tremendously? It’s very possible! Here at Coastal Partners, we are working with many quality senior and junior level candidates who are looking for new IR opportunities. Whether it’s someone to lead capital formation and handle those pitch meetings? Or someone to come in to support reporting/financials and help with project management? Or maybe someone to help with both?… 🤔 The IR function has shifted dramatically recently and needs are arising which need new or extra attention. Coastal Partners would love the opportunity to be helpful in this way. Please feel free to reach out. #privateequity #investorrelations #middlemarket #lowermiddlemarket #recruiting
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Managing your time efficiently allows you to focus on what matters most—building relationships and closing deals. Master your time management skills with NAI NorCal. Apply today! https://lnkd.in/g_us_Vmg #CommercialRealEstate #CRECareer #RealEstateCareer #NowHiring #CRETips #RealEstateTips
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🧩 The piece you’re missing. Most real estate brokers drown in tasks. They hire assistants... but results? Meh. Then they meet us. And we hire them an assistant. Here’s the result: Leads? Converting. Organization? Tight. Feedback? A+. “She’s incredible. Never want her to leave. Ever.” Imagine what we can do for your real estate business. Let's connect for the real ROI of a killer virtual assistant! #realestateagent #realestate #virtualassistant #operationsstrategist #agassists
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As an agent, the best time spent is with your clients, not managing emails and paperwork that come along with a transaction, that’s where I come in! Let’s grab coffee and talk about what hiring a transaction coordinator can do for your business! #realestate #transactioncoordinator #timemanagement
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If you're ready to take the next step in your career, let's connect. #jobs #recruitment #luxembourg #hiring #alternativeinvestments #assetmanagement #investmentfunds #privateequity #realassets #assetmanager #AIFM #managementcompany #jobvacancies2024 #newjob #privateequity #realestate
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Are you running your business on your terms, or following a guided path? Our commitment to helping you grow means you call the shots – all of them. Our variety of affiliation options and customized support let you choose your own path to success, with us supporting you every step of the way. Wherever you want to take your business, we can help you get there. If you are interested in learning more- please send your cv to brian.teta@ceterainvestors.com?utm_source=linkedin #hiring #ceterainvestors #financialadvisor #wealthmanagement
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Why did I become a Transaction Coordinator? Because helping people brings me so much joy! 💛 As a former Executive Assistant to a CFO, I thrived on supporting high-level professionals by managing details, deadlines, and communication. I saw how much smoother everything ran when there was someone in the background keeping it all together. Now, as a Transaction Coordinator, I bring that same dedication and joy to helping real estate agents. I love being their behind-the-scenes support system, ensuring every transaction is seamless so they can focus on building relationships and closing deals. Helping others achieve their goals isn’t just my job—it’s what I love to do!"* What motivates you in your career? I’d love to hear about it in the comments! #RealEstate #RealEstateAgent #RealtorLife #RealEstateSupport #RealEstateBusiness #TransactionCoordinator #RealEstateTips #CloseWithConfidence #RealEstateServices #BehindTheScene
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"Why Hire an Independent Consultant?" Hiring an independent consultant like CK Multifamily Consulting can revolutionize your operations: ✨ Fresh Perspective: Unbiased insights to uncover hidden opportunities and challenges. 💡 Specialized Expertise: Deep knowledge of multifamily operations without the full-time commitment. ⏳ Time Efficiency: We handle solutions so your team can shine. 💰 Cost-Effective: Access premium-level support while saving on overhead. 🔄 Flexibility: Services tailored to your priorities and timeline. Ready to elevate your property’s success? Let’s talk! 📲 💻 #CKMultifamilyConsulting #Multifamily #PropertyManagement #ConsultingExpert #OperationalExcellence #EmotionalIntelligence #TeamSuccess #EfficiencyMatters #LeadershipSolutions
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