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Australian Private Client Director

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    Jobs › Australia Jobs › Australian Private Client Director Jobs in Australia

Overview

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australia (FIA), you will focus solely on acquiring high-net-worth wholesale clients. Qualified lead flow provided—NO cold calling. Fisher Investments is a privately held multi-billion dollar global investment firm. Join us today in our mission to Better the Investment Universe!

The Opportunity:

This lucrative role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present FIA's wealth management solutions to high-net-worth investors with AUD 750k or more to invest. You will report to FIA’s General Manager, who will ensure you have all the resources you need to succeed. You will be supported by Fisher Investment’s global capabilities, including marketing, client service, private client advice, compliance, and portfolio management groups.


The Day-to-Day:

  • Contact leads generated by FIA’s direct marketing group – identify new client opportunities
  • Meet with prospects to identify their financial goals and objectives, provide solutions
  • Help qualified wholesale investors become Fisher Investments Australia clients

    • Your Qualifications:

  • 5+ years’ experience selling financial services to private investors qualifying as wholesale clients
  • Clean record with ASIC and APRA
  • Experience acquiring high-net-worth private wholesale clients
  • Experience in high-volume phone activity and in-person meetings

    • Why Fisher Investments Australia:


    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.


    The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. You will be at the frontier of this expansion. You will join our Global workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.


    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
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events 

    • Great News! We've discovered an exciting live job opportunity for a position in Australia. This job is currently open for hiring/recruiting by , exclusively for you at Australian Jobs. Feel free to download the job details 📥 here.

    Yes, we found live job(s) for in according to Australian Jobs.

    jobs are available in Australia according to Australian Jobs Data dated 2024-05-04.

    The average salary range for Australian Private Client Director in Australia varies, but the standard pay scale is rated A in Australia. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively.

    To apply for a job at Fisher Investments, visit their official website or career page and follow their application process. You can also find job listings for on Australian Jobs and apply through our platform.

    Key qualifications for Australian Private Client Director typically include a list of qualifications and expertise as outlined in . Be sure to check the specific job listing for detailed requirements and qualifications.

    The work culture at Fisher Investments must adhere to the as described in the Ethical framework of the UN Charter. You can gain more insights into their local workplace environment by exploring their jobs at and also by visiting their official website through .

    You can set up job alerts for Australian Private Client Director in Australia by creating a on Australian Jobs. Our AI system will automatically notify you when new job listings matching your criteria become available.

    Benefits for Australian Private Client Director positions may include a list of benefits. These can vary from company to company, so it's important to review the specific job listing for details on benefits offered by the employer.

    Not all jobs have remote job opportunities available. However, nowadays, many companies offer remote work options. You can find remote job listings for on Australian Jobs.

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