Private Wealth Consultant

Hines•Houston, TX

11h

About The Position

When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company’s esteemed annual list of the World’s Most Innovative Companies, as well as recognition as one of U.S. News & World Report’s Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines. As a Private Wealth Consultant with Hines, you will maintain and develop relationships with the financial advisory community in an effort to drive assets under management and initiatives in a respective territory. The Private Wealth Consultant will add value to brokerage and advisory clients, exceed sales goals, and actively engage in becoming a student of the business. The Private Wealth Consultant will work effectively as a partner of the Private Wealth Regional Leader and Associate Leader, as part of a 3-person team, driving and executing all strategic initiatives.

Requirements

Bachelor’s degree from an accredited university.
One or more years sales/marketing experience preferred.
Series 7 and 63 licenses within an approved time frame.
Must be self-motivated and demonstrate strong initiative.
Must be able to think strategically, provide direction, be an effective communicator and deliver presentations.
Influence others and have strong work commitment.
Must develop strong product knowledge (REITS) and be able to sell
Maintain current product and industry knowledge.
Advanced Word, Excel, and PowerPoint.
Must also demonstrate flexibility, enthusiasm, and a willingness to learn while ensuring that all deadlines are met.
Ability to manage multiple tasks.
Excellent written, verbal communication and presentation skills.
Ability to perform in a fast-paced, team driven environment.
Work indoors approximately 100% of the time.
Operate corporate computer and other office equipment.
Ability to lift up to 25lbs.
Ability to travel on occasion.
Work overtime as business needs deem appropriate.

Responsibilities

Develop and implement plans.
Make proactive outbound phone calls to brokers/advisors to share ideas, provide accurate product information, gather marketing data, and offer sales support.
Handle incoming phone calls from brokers and potentially shareowners across all territories using multiple systems to answer questions regarding product information (e.g., fund objectives, portfolio holdings, yield and total return information and retirement plan accounts), general account information (e.g., procedures for performing certain transactions, share balances, legal requirements for specific registrations, price information, and account verifications).
Assist with managing territory budget, reviewing expenditures to ensure that appropriate resources are allocated to achieve business plans and to keep on plan.
Analyze nature of account problems.
Enters transaction requests for research on calls which cannot be immediately resolved.
Recommends accurate solutions to resolve problems within established time frames.
Monitors these items daily to ensure accurate and timely completion.
Communicates resolution to caller once research has been completed.
Identifies and resolves account issues.
Work closely with Operations and Client Service department
Plan and deliver presentations for Regional and Associate Leader meetings/zooms.
Provide sales support and scheduling needs for the territory.
Be familiar with client firms’ initiatives.
Organize client meetings to promote Hines Real Estate investor.
Identify trends in distribution.
Serve as a liaison between the home office and the outside sales force.
Participate in sales and marketing training and regional meetings.
Continuously study the market and sales business.
Perform territory-related duties as required.