Fisher Investments

Private Client Director

Fisher Investments

full-time

Posted on:

Location Type: Remote

Location: Australia

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About the role

  • Calling all wealth advisors looking for a role 100% focused on business development!
  • Focus solely on acquiring high-net-worth wholesale clients
  • Manage your business remotely from your home, covering a local territory within driving distance
  • Present FIA's wealth management solutions to high-net-worth investors with AUD 750k or more to invest
  • Contact leads generated by FIA’s marketing group
  • Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
  • Educate prospective clients on the variety of FIA's offerings
  • Help qualified wholesale investors become FIA clients

Requirements

  • 5+ years experience selling financial services to private investors qualifying as wholesale clients
  • Clean record with ASIC and APRA
  • Multi-year track record of success acquiring high-net-worth private wholesale clients
  • Experience in high-volume phone activity and in-person meetings
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 practises ongoing training, educational support and employee appreciation events

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
business developmentfinancial services salesclient acquisitionfinancial goal evaluationwealth management solutions
Soft skills
communicationclient engagementrelationship buildingeducational skills
Certifications
ASIC complianceAPRA compliance