High Net Worth Investment Strategist
24 hours ago
Asset Allocation Specialist
We are seeking an experienced investment professional to join our team in Sydney.
Key Responsibilities:
- Partner with internal teams to provide exceptional client service and education on our top-down portfolio strategy.
- Build trusting relationships with clients through regular communication and quarterly reviews of their asset allocation.
- Collaborate with the sales team to gradually build your roster of high-net-worth clients.
Requirements:
- 5+ years of experience creating and building new client relationships in the investment industry (RG146 preferred).
- Knowledge of the Australian and/or New Zealand asset management industry, regulations, and procedures.
- University degree or equivalent combination of experience.
- Thoughtful consultative approach with an emphasis on client focus.
Benefits:
Be part of our inclusive culture where diverse perspectives are valued. Enjoy exceptional benefits, training, and development opportunities. Help drive the expansion of our Private Client Group into Australia and New Zealand.
About Us:
Fisher Investments Australasia is committed to bettering the investment universe by always putting clients' interests first. We offer unmatched service, continuous education, and unique perspectives on investing.
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