Australian Private Client Director
Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australia® (FIA), you will focus solely on acquiring high-net-worth wholesale clients. Qualified lead flow provided—NO cold calling. Fisher Investments is a privately held multi-billion dollar global investment firm. Join us today in our mission to Better the Investment Universe!
This lucrative role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present FIA's wealth management solutions to high-net-worth investors with AUD 750k or more to invest. You will report to FIA’s General Manager, who will ensure you have all the resources you need to succeed. You will be supported by Fisher Investment’s global capabilities, including marketing, client service, private client advice, compliance, and portfolio management groups.
- Contact leads generated by FIA’s direct marketing group – identify new client opportunities
- Meet with prospects to identify their financial goals and objectives, provide solutions
- Help qualified wholesale investors become Fisher Investments Australia® clients
- 5+ years’ experience selling financial services to private investors qualifying as wholesale clients
- Clean record with ASIC and APRA
- Experience acquiring high-net-worth private wholesale clients
- Experience in high-volume phone activity and in-person meetings
Why Fisher Investments Australia:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients’ interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing.
The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. You will be at the frontier of this expansion. You will join our Global workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.
- Comprehensive healthcare plan, Complete Gold Hospital plus Business 80 plan through GU Health (Fisher pays the Base Tier subsidy based on your family status and location)
- Superannuation, default fund CareSuper
- 20 days of annual leave, plus bank holidays
- Mental health and wellness tools including AXA Employee Assistance Programme and Ginger coaching services
- Reimbursement for annual flu vaccination
Personal Information Collection Statement:
FISHER INVESTMENTS AUSTRALIA IS AN EQUAL OPPORTUNITY EMPLOYER
Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312), which provides services to wholesale clients only and outsources portfolio management to its parent company, Fisher Investments. Investing in equities and other financial products involves the risk of loss.
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