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ABOUT GREYSTARGreystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates more than $290 billion of real estate in 247 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 857,400 units/beds globally, and has a robust institutional investment management platform comprised of more than $76 billion of assets under management, including over $34 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit <a href="http://www.greystar.com" target="_blank">www.greystar.com</a>. JOB DESCRIPTION SUMMARYThis position is an interdisciplinary role supporting the capital raising, client service and venture management efforts for Greystar’s closed-end investment ventures in North America. The role within the Client Relations team requires the development of close collaborative relationships with the senior executive team as well as teams across the platform, including capital formation, portfolio management, investment, asset management, investment accounting, legal, compliance and investment strategy and research, with the aim of delivering high quality service and information to both our existing and prospective investors. This position involves frequent client contact, requiring excellent verbal and written communication skills. Analytical and financial skills are a must, as are attention to detail and interest in real estate. The candidate should also have expert Microsoft Excel and PowerPoint skills. Prior investor relations, client services and/or marketing experience is preferred, and familiarity with Qvidian proposal automation and Juniper Square software is a plus.JOB DESCRIPTION<ul><li>Provide exceptional and timely client service to current and potential investors in commingled funds and separate account vehicles.</li><li>Help manage existing client relationships, with the goal of deepening and expanding the assets we manage on their behalf.</li><li>Assist in new fund formation and venture management, including preparation and review of marketing and investor materials, investor targeting and tracking, due diligence management and investor closing/onboarding.</li><li>Create and maintain content in RFP/DDQ database.</li><li>Oversee investor communications.</li><li>Develop innovative and creative ways to market investment products to institutional investors.</li><li>Keep abreast of competitors and the broader real estate industry to best position our ventures in the market.</li></ul>#LI-Onsite#LI-KM2The salary range will be between $90,000.00 - $120,000.00.Additional Compensation:<ul><li>Corporate Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in&nbsp;an annual bonus program based on&nbsp;individual and company performance.</li><li>Onsite Property Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in weekly, monthly, and/or quarterly bonus programs.</li></ul>Robust Benefits Offered*:<ul><li>Competitive Medical, Dental, Vision, and Disability &amp; Life&nbsp;insurance benefits. Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.</li><li>Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 10 paid holidays. Plus your birthday off after 1 year of service! Additional vacation accrued with tenure.</li><li>For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.</li><li>6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).</li><li>401(k) with Company Match up to 6% of pay after 6 months of service.</li><li>Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).</li><li>Employee Assistance Program.</li><li>Critical Illness, Accident, Hospital&nbsp;Indemnity, Pet&nbsp;Insurance and Legal Plans.</li><li>Charitable giving program and benefits.</li></ul>*Benefits offered for full-time employees. For Union and Prevailing Wage roles, compensation and benefits may vary from the listed&nbsp;information above due to Collective Bargaining Agreements and/or local governing authority.Greystar will consider for employment qualified applicants with arrest and conviction records.

Greystar

Senior Analyst, Client Relations

Job description Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients.&nbsp; Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients.As the Wealth Relationship Manager, you will:<ul><li>Build deep, long-lasting and mutually valuable relationships in which you will provide financial solutions and opportunities to your portfolio of clients</li><li>Maintain the highest standard of excellence in developing strategies to increase wallet share of existing clients and identifying product opportunities within the business through regularly collecting, updating and analyzing client financials</li><li>Conduct full needs assessments with current and potential wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations</li><li>Represent the company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline</li><li>&nbsp;Help with business development through existing relationships and COI’s (certificate of insurance) will also be expected</li></ul>For this role, HSBC targets a fixed pay range between $76,344.00 and $200,000.00The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements You´ll likely have the following qualifications to succeed in this role:<ul><li>Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client portfolios</li><li>Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management</li><li>Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills</li><li>Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources</li><li>Strong business development skills to work with outside COI’s to develop self-sourced business</li><li>Self-Motivated and Self-driven individual with strong relationship and communications skills</li><li>Good understanding of how to work with Compliance, Credit &amp; Risk and Internal Control to ensure a balanced risk operating environment</li><li>Series 7, 66 (in lieu of 63 and 65), California Life and Health insurance licenses required</li><li>Foreign language skills, such as Mandarin and/or Cantonese are required</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

HSBC

Wealth Relationship Manager

Job description Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.The securities licensed WRO provides sales support to registered securities representatives, as well as an ability to enter trade orders on accounts. The licensed WRO has a strong understanding of the brokerage and banking industry, trading operations, banking products and HSI’s (HSBC Securities Inc. USA) brokerage products. Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM).&nbsp; This role is a part of the overall relationship team and a key relationship support role created to provide an outstanding client experience to the valuable banking and wealth clients and increase the WRMs client facing time. While the WRM is the defined owner of the client relationship, the WRO plays a pivotal role in supporting the WRM for the banking portions of their assigned portfolio. The WRO provides dedicated support to WRMs in the delivery of service and support activities for both banking and wealth products, as well as in the day-to-day contact and servicing of HSBC clients, in turn allowing the WRM to focus on their broader overall goals of covering acquisition, cross sales, retention, and growth of their portfolios. The role is not expected to provide securities recommendations to clients.As the Wealth Relationship Officer, you will:<ul><li>Provide high quality sales support to an individual or team of WRMs</li><li>Reduce the time spent on process and administrative tasks by WRM to increase WRM’s capacity to meet clients, address client’s needs, and conduct higher value activities which will contribute to the overall cost efficiency ratio</li><li>While the WRM is the defined owner of the client relationship, the WRO plays a pivotal role in supporting the WRM for the banking portions of their assigned portfolio</li><li>Support WRMs to manage client contact and service, including, in the absence of WRMs answering client calls, resolving client enquiries on transactional needs, and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact</li><li>Provide sales support to licensed sales staff including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement.</li></ul>For this role, HSBC targets a fixed pay range between $53,300.00 and $79,900.00The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements You´ll likely have the following qualifications to succeed in this role:<ul><li>Series 7, 63 and life and health insurance licenses required. Must be registered or obtain approval for registration with the necessary States where registered representative will be conducting business</li><li>Strong interpersonal and responsiveness skills with good decision making and ability to deliver</li><li>Minimum of three years working in financial services industry</li><li>Knowledge of brokerage products and services, operations supporting them and pertinent regulations affecting their delivery</li><li>Previous experience in Retail/Premier Bank sales preferred</li><li>Understanding of core products, Premier proposition, and familiar with retail and wealth product processes</li><li>Understanding of relationship management systems (CRM and RM Platform, etc.)</li><li>Solid understanding of appropriate branch operational procedures</li><li>Foreign language skills, such as Mandarin and/or Cantonese are required</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!#wayupAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

283 Full Time Jobs in Huntington Beach, CA, USA