Remote NZ Private Wealth Growth Director

Fairygodboss; Bay of Plenty; On-site; NZD 90,000 - 130,000; Full time

Benefits offered by this job

100% paid premiums for supplemental healthcare

Kiwi Saver Contributions

20 days of annual leave

10 paid holidays

$10,000 fertility and family-forming benefit

Job summary

Fisher Investments Australasia Pty Ltd is looking for a Private Client Director focused on developing business and acquiring high-net-worth wholesale clients in New Zealand. Candidates will engage with potential clients and present wealth management solutions.

This role allows for remote work, with comprehensive support from global teams and a strong focus on client service. The position offers competitive benefits, including supplemental healthcare and generous leave options.

Qualifications

• 5+ years experience selling financial services or investment products directly to high-net-worth investors.
• Clean record with regulatory authorities.
• Multi-year track record of success acquiring high-net-worth private wholesale clients.
• Experience in high-volume phone-based sales activity and in-person meetings.

Responsibilities

• Contact leads generated by Fisher's marketing group.
• Engage with high-net-worth wholesale prospective clients to evaluate their financial goals.
• Educate prospective clients on FIA's offerings.
• Help qualified wholesale investors become FIA clients.

Skills

Selling financial services or investment products

Regulatory compliance

Acquiring high-net-worth clients

Phone-based sales

In-person meetings

Job description

Fisher Investments Australasia Pty Ltd is looking for a Private Client Director focused on developing business and acquiring high-net-worth wholesale clients in New Zealand. Candidates will engage with potential clients and present wealth management solutions.

This role allows for remote work, with comprehensive support from global teams and a strong focus on client service. The position offers competitive benefits, including supplemental healthcare and generous leave options.