Private Wealth Consultant - Houston
1 month ago
Job summary
As a Private Wealth Consultant with Hines you will maintain develop relationships with the financial advisory community in an effort drive assets under management initiatives respective territory.
+Responsibilities
+- - Develop implement plans.
- - Make proactive outbound phone calls brokers/advisors share ideas provide accurate product information gather marketing data offer sales support.
- - Handle incoming phone calls brokers potentially shareowners across territories multiple systems answer questions regarding product information general account information procedures performing certain transactions share balances legal requirements specific registrations price information account verifications.
- - Assist managing territory budget reviewing expenditures ensure appropriate resources allocated achieve business plans keep plan.
- - Analyze nature account problems enters transaction requests research calls immediately resolved recommends accurate solutions resolve problems established time frames monitors items daily ensure accurate timely completion communicates resolution caller once research completed
Identify trends distribution.li-Serve liaison between home office outside sales force(li-> Participate sales marketing training regional meetings.li-> Continuously study market sales business.li-> Perform territorrelated duties required-li+
Job description
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