Australian Investment Counsellor

2 weeks ago

Sydney, New South Wales, Australia Fisher Investments Europe Full time

Overview:


Are you passionate about building relationships and financially educating clients? Are you interested in expanding your career and working with our high-net-worth Australian clients? Fisher Investments Australia is our newest development within a globally diverse privately held investment firm.

Join our team as a pioneer and help grow our presence in the Australian market by becoming an Investment Counsellor

The Opportunity:

Investment Counsellors are the main point of contact for our high-net-worth private clients.

When you come to work for us, you will on-board and educate new clients with an abundance of support from internal portfolio decision-makers and auxiliary research teams, client service associates, and a renowned sales team.

You will also receive an elevated finance and capital markets education to understand our firm's unique approach to global investing.

We offer a compensation structure that aligns with our clients' best interest and our commitment to being a fiduciary firm.

You will report to our Client Services and Sales Support Team Manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.


The Day-to-Day:

As an Investment Counsellor, you are the main point of contact for clients of Fisher Investments Australia

You will:

  • Build lasting relationships by proactively speaking with each client on at least a quarterly basis to review their unique financial situation and ensure we're on track to meet their individual long term financial goals
  • Help your clients understand our Investment Policy Committee's (IPC) investment recommendations, our topdown portfolio strategy, important events in the market and investments in their portfolio
  • Utilize your experience and knowledge to help build a strong foundation for Fisher to better the investment universe in Australia

Your Qualifications:

  • 5+ years of experience creating and building new client relationships and instilling trust within the investment industry (RG146 strongly preferred) or completion of studies meeting RG 146 standard
  • Knowledge of the Australian asset management industry, regulations and procedures
  • University degree, suitable graduate diplomas or equivalent combination of experience
  • Yield a thoughtful consultative approach with an emphasis on client focus

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.

Benefits:

  • 100% paid premiums for our toptier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
  • Employerpaid superannuation of 10.5% salary
  • 20 days of annual leave, in addition to 10 paid holidays
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

FISHER INVESTMENTS AUSTRALIA IS AN EQUAL OPPORTUNITY EMPLOYER
Fisher Investments Australia is a trademark of Fisher Investments Australasia Pty Ltd (ABN , AFSL

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