Private Client Director — Remote HNW Wealth Growth

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

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.