High Net Worth Client Relationship Manager

3 days ago


Macquarie Park, Australia Fisher Investments Full time

We are seeking a highly skilled Investment Counsellor to join our team in Sydney.

Fisher Investments Australasia PTY Ltd (FIA) offers a unique opportunity for an experienced professional to work with high-net-worth clients and contribute to the growth of our Private Client Group.

As an Investment Counsellor, you will be responsible for building trusting relationships with our clients, educating them on our top-down portfolio strategy, and proactively connecting with them to review their asset allocation and ensure we're on the right track toward their long-term financial goals.

You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to deliver exceptional service to our clients.

FIA is committed to being a fee-only fiduciary firm, which means our compensation structure aligns with our clients' best interests without relying on commissions.

We provide our employees with ongoing training, educational support, and opportunities for career development, ensuring they have the skills and knowledge needed to succeed in their roles.

Our benefits package includes 100% paid premiums for our top-tier supplemental healthcare plan, super contributions at the applicable superannuation guarantee percentage, 20 days of annual leave, and other perks that promote employee well-being.

The estimated salary for this position is $120,000 - $180,000 per annum, depending on experience and qualifications.



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