New Zealand Private Client Director

4 weeks ago


New Zealand Fisher Investments Full time
Acquire high-net-worth wholesale clients in New Zealand with Fisher Investments Australasia Pty Ltd, a subsidiary of a multi-billion dollar global investment firm. Focus on business development, managing your territory remotely, and presenting wealth management solutions to investors with NZD 1M or more to invest.

The Opportunity: Manage your business from home, covering a local territory within driving distance. Present FIA's wealth management solutions to high-net-worth investors.

The Day-to-Day:
  • Contact leads generated by Fisher's marketing group
  • Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
  • Educate prospective clients on FIA's offerings
  • Help qualified wholesale investors become FIA clients

Your Qualifications:
  • 5+ years experience selling financial services or investment products directly to high-net-worth investors
  • Clean record with regulatory authorities
  • Multi-year track record of success acquiring high-net-worth private wholesale clients
  • Experience in high-volume phone-based sales activity and in-person meetings

Fisher Investments Australasia: Join an inclusive culture where diverse perspectives are valued. Be trained, developed, and offered exceptional benefits. You will be at the frontier of FIA's expansion into New Zealand.

Benefits:
  • 100% paid premiums for our top-tier supplemental healthcare plan
  • Kiwi Saver Contributions
  • 20 days of annual leave, in addition to 10 paid holidays
  • Employee Assistance Program
  • Fertility, hormonal health and family-forming benefit
  • A collaborative working environment with ongoing training, educational support and employee appreciation events


  • New Zealand Fisher Investments Full time

    We're seeking a Private Client Director to acquire high-net-worth clients in New Zealand, focusing on business development and wealth management solutions.The ideal candidate will have 5+ years of experience in selling financial services to high-net-worth investors, a clean record with regulatory authorities, and a proven track record of success in acquiring...


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