Financial Services Relationship Manager

3 days ago


Sydney, New South Wales, Australia Fisher Investments Full time
Overview of the Opportunity

We are seeking a highly motivated and results-driven Financial Services Relationship Manager to join our team in Australia. As an Account Executive, you will play a critical role in engaging with high-net-worth individuals, determining their investment goals, and educating them on our services.

The Account Executive position is a rewarding and challenging role that offers opportunities for growth and professional development. You will be surrounded by a supportive team of professionals who will guide you in the sales process and help you achieve your career goals.

Salary and Benefits

The salary for this position is estimated to be around $80,000 per annum, plus uncapped commission. This means that your earnings potential is unlimited, and you will have the opportunity to earn a higher income as you grow in your role.

In addition to a competitive salary, we offer a range of benefits, including 100% paid premiums for our top-tier supplemental healthcare plan, super contributions, 20 days of annual leave, and an employee assistance program.

About the Job

As a Financial Services Relationship Manager, you will be responsible for:

  • Communicating Fisher's value proposition to high net worth investors to arrange meetings with regional sales partners
  • Control your career trajectory and increase firm growth while bettering the financial well-being of potential clients
  • Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
  • Our marketing team will provide you with warm leads, which means no cold calling
Your Qualifications

To be successful in this role, you will need:

  • A University degree or equivalent combination of education and experience
  • No prior sales experience or industry knowledge needed
  • Drive results: You have experienced personal and professional success
  • Instill Trust: You understand how to earn the trust of others, and look out for others' best interests
  • Communication: You are engaging and can connect with a wide array of audiences
  • Persuade: You use compelling arguments to gain the support and commitment of others
  • Committed: You meet challenges head-on and learn from your setbacks
About Fisher Investments Australia

Fisher Investments is a global investment management firm that works 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 and will join our Global workforce and an inclusive culture where diverse perspectives are valued.



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