New Zealand Private Client Director
4 weeks ago
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
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New Zealand Private Client Director
1 month ago
New Zealand Fisher Investments Full timeWe'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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New Zealand Private Client Director
4 months ago
New Zealand Fisher Investments Full timeOverview Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring New Zealand high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher...
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New Zealand Private Client Director
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New Zealand Fisher Investments Full timeCalling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring New Zealand high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is...
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