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High Net Worth Portfolio Manager
1 month ago
Fisher Investments Australasia PTY Ltd is a globally diverse privately held investment firm focused on providing high-net-worth clients with specialized financial services.
The OpportunityWe are seeking an Investment Counsellor to partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to deliver exceptional client service and support.
This role offers the opportunity to use your finance experience to better the investment universe by always putting clients' interests first.
Responsibilities:- Build trusting relationships with clients and educate them on our top-down portfolio strategy, their investments, and important market events.
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track toward their long-term financial goals.
- Rely on our sales team to gradually build your roster of high-net-worth clients.
- 5+ years of experience creating and building new client relationships in the investment industry (RG146 strongly preferred) or completion of studies meeting RG 146 standard.
- Knowledge of the Australian and/or New Zealand asset management industry, regulations, and procedures.
- University degree, suitable graduate diplomas, or equivalent combination of experience.
- A consultative approach with an emphasis on client focus.
- 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.
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.
