Australian Private Client Director

Fisher Investments; Canberra; Remote; AUD 150,000 - 210,000; Full time

Benefits offered by this job

Top-tier health plan

Superannuation contributions

20 days annual leave

Employee assistance program

Fertility health and family-forming

Job summary

Fisher Investments Australasia Pty Ltd invites a Private Client Director to drive business development, exclusively targeting high-net-worth wholesale clients. Work remotely from home across a local Australian territory, with qualified leads and robust support from global teams.

You’ll present wealth-management solutions and help investors become FIA clients, reporting to the General Manager and leveraging marketing and portfolio management resources.

Qualifications

• 5+ years experience selling financial services to private investors qualifying as wholesale clients
• Clean record with ASIC and APRA
• Multi-year track record of success acquiring high-net-worth private wholesale clients
• Experience in high-volume phone activity and in-person meetings

Responsibilities

• Contact leads generated by FIA's marketing group
• Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
• Educate prospective clients on the variety of FIA's offerings
• Help qualified wholesale investors become FIA clients

Skills

Sales experience

Financial services

Wholesale clients

High-net-worth clients

Phone & in-person sales

Job description

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar global investment firm in the United States. Join us in our mission to put our clients first and 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 the resources you need to succeed. You will be supported by Fisher Investment's global dedicated teams, including groups supporting:: marketing and portfolio management.

The Day-to-Day:

• Contact leads generated by FIA's marketing group
• Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
• Educate prospective clients on the variety of FIA's offerings
• Help qualified wholesale investors become FIA clients

Your Qualifications:

• 5+ years experience selling financial services to private investors qualifying as wholesale clients
• Clean record with ASIC and APRA
• Multi-year track record of success acquiring high-net-worth private wholesale clients
• Experience in high-volume phone activity and in-person meetings

Why Fisher Investments Australasia:

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 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.

Benefits:

• 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
• Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base
• 20 days of annual leave, in addition to 10 paid holidays
• Employee Assistance Program and other emotional wellbeing services
• $10,000* fertility, hormonal health and family-forming benefit
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events

* Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER

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