Hines · 2 months ago
Private Wealth Consultant
US-TX-Houston
Full-time
Onsite
Entry, Mid Level
1+ years expHines is a leading global real estate investment manager known for innovation and excellence. As a Private Wealth Consultant, you will maintain and develop relationships with the financial advisory community to drive assets under management and support strategic initiatives.
Property ManagementReal EstateReal Estate Investment
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
Qualification
Required
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
Benefits
Comprehensive training
Competitive compensation
Robust benefits
Generous vacation packages
Company
Hines
Hines is a global real estate investment firm that creates quality projects for its investor partners, clients, and local communities.
1001-5000 employees
H1B Sponsorship
Hines has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (1)
2022 (3)
2021 (3)
2020 (3)
Funding
Current Stage
Late StageTotal Funding
$705.2MKey Investors
ING GroupBank OZKCheyne Capital Management
2025-11-06Debt Financing· $110.87M
2025-10-28Debt Financing· $380M
2025-07-30Debt Financing· $129.7M
Leadership Team
Chris Hughes
CEO Capital Markets Group & Co-Head Investment Management
Christopher Rector
Co-Chief Executive Officer, Southwest Region
Recent News
2025-12-31
2025-12-12
2025-12-10
Company data provided by crunchbase