Portfolio Strategist for High Net Worth Clients

Financial Relationship ManagerA 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...

Private Banking Executive RoleWe are seeking an experienced professional to lead lending in a high-performing private banking environment, focusing on high net worth client acquisition and lending.Key Responsibilities:Drive new client acquisition across the high net worth segment through strategic business development and internal referrals.Structure complex...

Private Wealth ManagerYou will develop and grow a portfolio of high-net-worth client relationships through the growth of existing and new clients.Key Responsibilities:Building deep, bespoke relationships with HNW & UHNW clientsProviding tailored financial solutionsDelivering comprehensive advice across banking, lending, investment, and broader wealth...

Job OverviewWe are seeking a highly motivated and results-driven individual to join our team as an Account Associate. This role offers exciting opportunities for career development and professional growth in a dynamic and supportive environment.In this position, you will work closely with our front-office investment teams and high-net-worth clients to...

Unlock a new chapter in your finance career as an Investment Counsellor. At our firm, you'll have the opportunity to work with a roster of high-net-worth clients, providing them with expert investment advice and guidance. Our unique approach focuses on separation of sales and client service, allowing you to concentrate on delivering exceptional results for...

Investment Expertise and Relationship Building">We strive to empower high-net-worth individuals and families with innovative solutions, robust risk management, and market-leading investment expertise. Our commitment is to deliver exceptional wealth solutions by focusing on building trusted client relationships.">About Us">We are a global financial services...

Australian Private Client Director Opportunity\We are seeking a highly experienced and results-driven Private Client Director to join our team in Sydney.\This is an exciting opportunity to work with a global investment firm that prioritizes putting clients' interests first.\As a key member of our Australian operation, you will be responsible for acquiring...

Seeking a skilled Investment Counsellor to partner with our internal portfolio decision-makers, auxiliary research teams, client service associates and renowned sales team to provide top-notch service to high-net-worth clients.">As an Investment Counsellor, you will be the voice of the firm. You will work closely with our internal teams to educate clients on...

Job OverviewYou will serve as a trusted advisor to high-net-worth individuals and their families, delivering tailored investment and strategic advice. Building lasting relationships is essential to your role, ensuring an exceptional client experience.Main ResponsibilitiesClient Acquisition and Retention: Attract and maintain high-net-worth clients by...

Dynamic Sales EnvironmentImagine working in a vibrant and dynamic sales environment with passionate and motivated professionals who are dedicated to helping high-net-worth individuals achieve their financial goals. As an Account Executive, you will be responsible for engaging with clients who have expressed interest in our services.This role is both...