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Australian Investment Counsellor

3 months ago

Sydney, New South Wales, Australia Fisher Investments Full time

Join our team as an Investment Counsellor to work with a roster of high-net-worth clients at Fisher Investments Australia. We have a unique approach that separates sales and client service, allowing you to focus solely on providing the best service. Use your finance expertise to contribute to the investment world with a globally diverse firm.

Exciting Opportunity:

As an Investment Counsellor, you will collaborate with internal teams to offer top-notch service to our clients. With a fee-only compensation structure, our interests are aligned with our clients'. Access unique training to enhance your finance and market knowledge. Receive support from experienced managers for your career growth.

Responsibilities:

  • Build relationships with clients and educate them on our portfolio strategy
  • Stay informed on market events and review asset allocation with clients regularly
  • Expand your client base gradually with the support of our sales team

Requirements:

  • 5+ years experience in client relationships within the investment industry
  • Understanding of Australian asset management industry
  • University degree or equivalent experience
  • Client-focused approach

Why Choose Fisher Investments Australia:

At Fisher Investments, we prioritize our clients and offer exceptional service, continuous education, and unique perspectives on investing. Join us in expanding our Private Client Group into Australia and be part of our Global workforce with a diverse and inclusive culture. Enjoy exceptional benefits, career development, and a supportive environment.

Benefits:

  • Comprehensive healthcare coverage for employees and dependents
  • Super contributions as per legislation
  • Generous annual leave and holidays
  • Employee Assistance Program and other wellbeing services
  • Special benefits for fertility and family-forming
  • Ongoing training and appreciation events

Fisher Investments Australia is committed to equal opportunities. Experience the difference with Fisher Investments Australasia Pty Ltd.