Australian Private Client Director

4 weeks ago

Sydney, New South Wales, Australia Fisher Investments Full time

Calling all wealth advisors looking for a role 100% focused on business development As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiaryof Fisher Investments, which is a privately held multi-billion dollar global investment firm in the United States. Join us in our mission to put our clients first and better the investment universe

The Opportunity:

This lucrative role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present FIA's wealth management solutions to high-net-worth investors with AUD 750k or more to invest. You will report to FIA's General Manager, who will ensure you have the resources you need to succeed. You will be supported by Fisher Investment's global dedicated teams, including groups supporting:: marketing and portfolio management.


The Day-to-Day:

  • 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

Your 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

Why Fisher Investments Australasia:

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.


The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. You will be at the frontier of this expansion. You will join our Global workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.


Benefits:

  • 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
  • Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base
  • 20 days of annual leave, in addition to 10 paid holidays
  • Employee Assistance Program and other emotional wellbeing services
  • $10,000* fertility, hormonal health and family-forming benefit
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER

#J-18808-Ljbffr

  • Director – Private Equity – Infrastructure

    4 weeks ago

    Sydney, New South Wales, Australia Alvarez & Marsal Full time

    Director – Private Equity – Infrastructure Join to apply for the Director – Private Equity – Infrastructure role at Alvarez & Marsal Director – Private Equity – Infrastructure Join to apply for the Director – Private Equity – Infrastructure role at Alvarez & Marsal Get AI-powered advice on this job and more exclusive features.About...

  • Director – Private Equity – Infrastructure

    4 weeks ago

    Sydney, New South Wales, Australia Alvarez & Marsal Full time

    Director – Private Equity – InfrastructureJoin to apply for the Director – Private Equity – Infrastructure role at Alvarez & MarsalDirector – Private Equity – InfrastructureJoin to apply for the Director – Private Equity – Infrastructure role at Alvarez & MarsalGet AI-powered advice on this job and more exclusive features.About Alvarez &...

  • Director – Private Equity – Carve-outs

    3 weeks ago

    Sydney, New South Wales, Australia Alvarez & Marsal Full time

    Director – Private Equity – Carve-outs & Integration Join to apply for the Director – Private Equity – Carve-outs & Integration role at Alvarez & Marsal Director – Private Equity – Carve-outs & Integration Join to apply for the Director – Private Equity – Carve-outs & Integration role at Alvarez & Marsal Get AI-powered advice on this job...

  • Private Business Manager

    5 days ago

    Sydney, New South Wales, Australia beBeeManager Full time $125,000 - $145,000

    Key Position SummaryThe Private Business Family Advisory team is seeking a driven and results-oriented manager to oversee an allocated client base and provide general support to the Partner/Client Director of other clients not in direct allocation.This role offers unique advisory services with a niche market reputation, providing unrivaled opportunities for...

  • Director – Private Equity – Carve-outs

    4 weeks ago

    Sydney, New South Wales, Australia Alvarez & Marsal Full time

    Director – Private Equity – Carve-outs & IntegrationJoin to apply for the Director – Private Equity – Carve-outs & Integration role at Alvarez & MarsalDirector – Private Equity – Carve-outs & IntegrationJoin to apply for the Director – Private Equity – Carve-outs & Integration role at Alvarez & MarsalGet AI-powered advice on this job and more...

  • Director – Private Equity – Carve-outs

    3 weeks ago

    Sydney, New South Wales, Australia Alvarez & Marsal Full time

    Director – Private Equity – Carve-outs & IntegrationJoin to apply for the Director – Private Equity – Carve-outs & Integration role at Alvarez & MarsalDirector – Private Equity – Carve-outs & IntegrationJoin to apply for the Director – Private Equity – Carve-outs & Integration role at Alvarez & MarsalGet AI-powered advice on this job and more...

  • Client Director –

    1 day ago

    Sydney, New South Wales, Australia Carter Murray Full time

    Location: Sydney or Melbourne, AustraliaWork Mode: Minimum three days per week on-site with client Overview Joining my client means becoming part of a fast-growing team that empowers organizations to make smarter decisions through data, cloud technology, and scalable AI solutions. Trusted by many Fortune 500 companies, my client has evolved since 2000...

  • Client Director –

    1 day ago

    Sydney, New South Wales, Australia Carter Murray Full time

    Location: Sydney or Melbourne, AustraliaWork Mode: Minimum three days per week on-site with clientOverviewJoining my client means becoming part of a fast-growing team that empowers organizations to make smarter decisions through data, cloud technology, and scalable AI solutions. Trusted by many Fortune 500 companies, my client has evolved since 2000 into a...

  • Client Director

    3 days ago

    Sydney, New South Wales, Australia Searchability® Full time

    OverviewClient Director role at a global media agency, leading client management for two high-profile accounts. The role focuses on traditional media (TV, OOH, Radio) with a commercially minded leadership approach, and requires collaboration with internal planning, creative, and buying teams.What will you be doing?Take full ownership of client management...

  • Client Director

    3 days ago

    Sydney, New South Wales, Australia Searchability® Full time

    OverviewClient Director role at a global media agency, leading client management for two high-profile accounts. The role focuses on traditional media (TV, OOH, Radio) with a commercially minded leadership approach, and requires collaboration with internal planning, creative, and buying teams.What will you be doing?Take full ownership of client management...