Australian Private Client Director

Fisher Careers (Perth WA, Australia) 2 days ago

Calling all financial advisors looking for a role 100% focused on sales! As a Private Client Director with Fisher Investments Australasia, you will focus solely on acquiring high-net-worth wholesale clients – no service required. Qualified lead flow provided—NO cold calling. Join our privately held multi-billion dollar global investment firm to continue our mission to Better the Investment Universe!

The Opportunity:

This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investments Australasia’s (FIA) 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 Australasia (FIA) clients

Your Qualifications:

  • 5+ years 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 Australasia:

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.

Today, Fisher Investments manages over $150 billion in client assets, including over $115 billion in assets for nearly 90,000 high-net-worth investors across 14 countries in Europe and North America. We are a privately held firm interested in helping as many clients as we possibly can and building long-term value—not short-term profits.

The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. As a Private Client Director, you will be at the frontier of this expansion. You will join our Global workforce of 3,500+, and an inclusive culture where diverse perspectives are valued. You will be trained, developed and given an opportunity to build a lifelong career. You will be offered exceptional benefits and uncapped earnings potential based on merit. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.

As part of recruiting and hiring employees, Fisher Investments Australasia Pty Ltd (ACN 159 670 667) collects personal information. This collection is authorised by and, in some cases, required by Australian law. We obtain personal information directly from individuals and from third parties, such as professional recruiters. An individual’s personal information will be used and disclosed in accordance with this statement and our Privacy & Cookie Policy, available at https://www.fisherinvestments.com/en-au/privacy. Sensitive information, such as health or criminal information will only be collected with consent. In some cases, refusal to authorise the collection of sensitive information, such as through a background check, may impede the recruitment and hiring process, including potentially preventing employment. We disclose personal information to other parties in accordance with our Privacy & Cookie Policy. Some of these third parties are service providers located outside of Australia, including our parent company in the United States. Our Privacy & Cookie Policy contains information about how individuals may access and seek correction of their personal information, how individuals may complain about a breach of privacy, and how we will deal with that complaint.

FISHER INVESTMENTS AUSTRALASIA IS AN EQUAL OPPORTUNITY EMPLOYER

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Australian Private Client Director

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