High-Net-Worth Client Partner

1 day ago

Sydney, New South Wales, Australia beBeeRelationship Full time $120,000 - $140,000
Financial Relationship Manager

A career as a Financial Relationship Manager with Fisher Investments offers an exciting opportunity to develop and build relationships with high-net-worth clients. In this role, you will partner with internal portfolio decision-makers, research teams, and sales professionals to deliver exceptional client service.

Key Responsibilities:

  • Establish and maintain trusting relationships with clients through regular communication and education on investment strategies and market trends.
  • Educate clients on our top-down portfolio approach and progress towards their long-term financial objectives.
  • Collaborate with the sales team to grow your roster of high-net-worth clients.

Your Qualifications:

  • 5+ years of experience in building and maintaining client relationships within the investment industry (RG146 preferred) or completion of studies meeting RG146 standards.
  • In-depth knowledge of the Australian and/or New Zealand asset management landscape, regulations, and procedures.
  • University degree, suitable graduate diplomas, or equivalent experience.
  • Client-focused consultative approach with excellent communication skills.

Why Choose This Role:

Fisher Investments is committed to prioritizing our clients' interests and delivering unmatched service. As a Financial Relationship Manager, you will be at the forefront of our expansion into Australia and New Zealand, joining a culture that values diversity and inclusivity. We offer comprehensive training, development opportunities, and benefits for a fulfilling career.

Benefits:

  • 100% paid premiums for top-tier supplemental healthcare (medical, dental, vision) for employees and dependents.
  • Super contributions as per legislation, up to the maximum contribution base.
  • 20 days annual leave plus 10 paid holidays.
  • Employee Assistance Program and wellbeing services.
  • $10,000 fertility benefit.
  • Collaborative work environment with ongoing training and events.

We are an equal opportunity employer dedicated to creating a workplace where everyone feels valued and supported.

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