Role Purpose
Managing your own workload and that of your direct reports to deliver all property management activity, as listed in the key responsibilities below. This is both a commercial property management and a leadership role, reporting to a Client Services Director and the client’s senior leadership team.
Key Responsibilities
- Manage the transition of clients/properties in and out of CBRE management
- Compliance relating to sites, taking action or escalating any issues relating to non‑compliance
- Carry out property inspections
- Ensuring that all necessary insurance valuations are undertaken, providing accurate insurance data to brokers for renewal and ensuring that all insurance premiums are recharged to tenants
- Taking the appropriate action in response to any legal notice received in relation to a managed property
- Prepare data for client meetings and lead presenting in such meetings, ensuring recording of minutes and implementing of actions arising
- Ensure rent demands are raised accurately and on time
- Ensure credit control targets are met for rent and service charge collections
- Ensure client reports are prepared to the correct specifications and issued to clients in accordance with agreed timescales
- Ensure all tenant application fee invoices are raised and paid promptly
- Review and obtain approval of service charge budgets, alongside on‑site facilities teams
- Review service charge cash flows and budgets monthly/quarterly subject to client requirements
- Approve service charge year end reconciliations in accordance with RICS guidelines / client instruction
- Identify and progress opportunities for cross‑selling, providing additional services to clients
- Arrange and chair occupier meetings and occupier liaison meetings on a regular basis
- Ensure recording of minutes of occupier meetings and 1‑2‑1 meetings are completed within 5 working days, implementing all actions arising
- Take appropriate action for all forthcoming diary / lease events
- Review tenant applications and prepare client recommendations
- Be fully conversant with, and adhere to, the rules and procedures contained in the Company’s FCA Insurance Business Compliance Manual
- Explore opportunities for new business generation and be an effective presenter
Person Specification/Requirements
- Preferably RICS qualified
- Experienced in leadership, coaching and people management
- Constantly updating knowledge of legislation relating to property management, in order to manage the portfolio effectively and to make recommendations to the client
- Able to build and maintain colleague and client relationships
- Understand and grow knowledge of a client’s investment objectives
- Able to recognise opportunities for selling additional services to clients
- Able to build and maintain tenant / customer relationships
- Understand the principles of lease structure and be able to read and understand a lease
- Understand the principles of turnover rent and able to read and understand a turnover rent clauses
- Be able to apply legal principles of tenant applications for consent and the processes to be followed
- Apply the principles of service charge management to ensure compliance with all regulatory and procedural requirements including the terms of the lease
- Understand VAT, banking and credit control methods
- Understand and apply all CBRE procedures relating to work activities
- Able to use IT software such as Word, Excel and other databases
- Understand and use industry / CBRE specific IT applications
- Able to contribute to team and department business plans
- Able to delegate, supervise and develop junior team members
- Able to work as part of a team, supporting other team members and recognising the work of others
- Build and maintain relationships with other parts of the wider CBRE service lines
- Excellent interpersonal skills
- Ability to prioritise and co‑ordinate tasks efficiently ensuring all deadlines are met
- Maintains a positive attitude towards routine tasks and workload
- Accurate and exceptional attention to detail
- Pro‑active and enjoys working autonomously and as part of a wider team
- Confident and assertive where required
- Sociable and outgoing
- Flexible approach to work
- Understands and appreciates the importance of using discretion
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