Australian Investment Counsellor

1 week ago

Sydney, New South Wales, Australia Fisher Investments Full time
{"The Opportunity": "As a Portfolio Strategist for Private Clients, you will be the voice of Fisher Investments Australasia. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to provide exceptional service to our clients. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This position is located in Sydney.", "The Day-to-Day": "
  • Build trusting relationships with our 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.
", "Your Qualifications": "
  • 5+ years of experience creating and building new client relationships and instilling trust within 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.
  • Yield a thoughtful consultative approach with an emphasis on client focus.
", "Why Fisher Investments Australasia": "At Fisher Investments, 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.", "Benefits": "
  • 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 practices ongoing training, educational support, and employee appreciation events.
", "FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER.", "en-US"}

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