Australian Private Client Director

1 week ago

Sydney, New South Wales, Australia EFinancialCareers Ltd. Full time
Australian Private Client Director Opportunity

Calling all wealth advisors looking to focus on business development in a 100% wholesale client environment. As a Private Client Director with Fisher Investments Australasia, you will be responsible for acquiring high-net-worth wholesale clients.

The Opportunity:
  • Manage your business remotely from your home, covering a local territory within driving distance.
  • Present Fisher Investments' wealth management solutions to high-net-worth investors with AUD 750k or more to invest.
  • Report to FIA's General Manager, who will ensure you have the resources you need to succeed.
  • Be supported by Fisher Investment's global dedicated teams, including groups supporting marketing and portfolio management.
Your Qualifications:
  • 5+ years experience selling financial services to private investors qualifying as wholesale clients.
  • Clean record with ASIC and APRAMulti-year track record of success acquiring high-net-worth private wholesale clients.
  • Experience in high-volume phone activity and in-person meetings.
Why Fisher Investments Australasia:

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.

FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER

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