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Australian Private Client Director

Melbourne, Australia
Sales
11006

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Job Description

Overview

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!

The Opportunity:

 

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.


The Day-to-Day:

  • 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

Your Qualifications:

  • 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

Benefits:

  • 20 days of annual leave, plus bank holidays
  • 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
  • Mental health and wellness tools including AXA Employee Assistance Programme and Ginger coaching services
  • Reimbursement for annual flu vaccination
  • Business Travel Accident Insurance

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,

 

Today, Fisher Investments manages over $150 billion in client assets, including over $115 billion in assets for nearly 90,000 high-net-worth investors across 14 countries in Europe and North America. We are a privately held firm interested in helping as many clients as we possibly can and building long-term value—not short-term profits.

 

The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. As a Private Client Director, you will be at the frontier of this expansion. You will join our Global workforce of 3,500+, and an inclusive culture where diverse perspectives are valued. You will be trained, developed and given an opportunity to build a lifelong career.  You will be offered exceptional benefits and uncapped earnings potential based on merit.  If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.

 

Personal Information Collection Statement:

 

As part of recruiting and hiring employees, Fisher Investments Australasia Pty Ltd (ACN 159 670 667) collects personal information. This collection is authorized by and, in some cases, required by Australian law. We obtain personal information directly from individuals and from third parties, such as professional recruiters. An individual’s personal information will be used and disclosed in accordance with this statement and our Privacy & Cookie Policy, available at https://institutional.fisherinvestments.com/en-au/privacy. Sensitive information, such as health or criminal information will only be collected with consent. In some cases, refusal to authorize the collection of sensitive information, such as through a background check, may impede the recruitment and hiring process, including potentially preventing employment. We disclose personal information to other parties in accordance with our Privacy & Cookie Policy. Some of these third parties are service providers located outside of Australia, including our parent company in the United States. Our Privacy & Cookie Policy contains information about how individuals may access and seek correction of their personal information, how individuals may complain about a breach of privacy, and how we will deal with that complaint.

 

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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