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Wealth Management Professional
1 week ago
Fisher Investments Australasia PTY Ltd is seeking a skilled Investment Counsellor to join our team in Sydney.
As an Investment Counsellor, you will be responsible for building trusting relationships with clients and educating them on our top-down portfolio strategy.
Our compensation structure aligns with our clients' best interests, and we offer an elevated finance and capital markets education through our unique training program.
The Day-to-Day:
- Partner with internal portfolio decision-makers and client service associates to provide exceptional service to our high-net-worth clients.
- Proactively connect with clients to review their asset allocation and ensure we're on the right track toward their long-term financial goals.
Your Qualifications:
- A minimum of 5 years of experience creating and building new client relationships in the investment industry.
- Knowledge of the Australian and/or New Zealand asset management industry, regulations, and procedures.
- A university degree or suitable graduate diplomas.
