Australian/New Zealand Investment Counsellor
3 weeks ago
Join to apply for the Australian/New Zealand Investment Counsellor role at Fisher Investments.
Overview
Stop prospecting Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Fisher Investments Australasia PTY Ltd (FIA) has developed a specialized approach focused on our high-net-worth clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical financial professional. Now is your opportunity to use your finance experience to better the investment universe with a globally diverse privately held investment firm.
The Opportunity:
As an Investment Counsellor, you are the voice of FIA. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, FIA offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This position is located in Sydney.
The Day-to-Day:
- Build trusting relationships with our clients
- Educate clients on our top-down portfolio strategy, their investments, and market events
- Proactively connect with clients quarterly to review asset allocation and progress towards their long-term financial goals
- Rely on our sales team to gradually build your roster of high-net-worth clients
Your Qualifications:
- 5+ years of experience creating and building client relationships within the investment industry (RG146 preferred) or completion of studies meeting RG146 standards
- Knowledge of the Australian and/or New Zealand asset management industry, regulations, and procedures
- University degree, suitable graduate diplomas, or equivalent experience
- Thoughtful, client-focused consultative approach
Why Fisher Investments Australasia:
At Fisher Investments, we aim to better the investment universe by always prioritizing our clients' interests. We provide unmatched service, ongoing education, and unique perspectives on investing. You will be at the forefront of FIA's expansion into Australia and New Zealand, joining an inclusive culture that values diverse perspectives. We offer comprehensive training, development, benefits, and opportunities for a lifelong career. Apply now to join us in our mission to Better the Investment Universe.
Benefits:
- 100% paid premiums for top-tier supplemental healthcare (medical, dental, vision) for employees and dependents
- Super contributions as per legislation, up to the maximum contribution base
- 20 days annual leave plus 10 paid holidays
- Employee Assistance Program and wellbeing services
- $10,000* fertility, hormonal health, and family-forming benefit
- Collaborative work environment with ongoing training and events
- In-office role with potential hybrid work options based on performance and tenure
Fisher Investments Australasia PTY Ltd is an equal opportunity employer.
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