New Zealand Private Client Director

7 days ago


New Zealand Fisher Investments Full time

High-net-worth wealth advisors sought for remote business development role in New Zealand, with qualified lead flow and support from global teams.

As a Private Client Director with Fisher Investments Australasia Pty Ltd, you will focus on acquiring high-net-worth wholesale clients in New Zealand, with a local territory to manage remotely. You will present FIA's wealth management solutions to investors with NZD 1M or more to invest, and report to FIA's General Manager.

Your day-to-day responsibilities will include:

  • Contacting leads generated by Fisher's marketing group
  • Engaging with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
  • Educating prospective clients on FIA's offerings
  • Helping qualified wholesale investors become FIA clients

To be successful in this role, you will need:

  • 5+ years of experience selling financial services or investment products directly to high-net-worth investors
  • A clean record with regulatory authorities
  • A 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 is a subsidiary of Fisher Investments, a privately held multi-billion dollar global investment firm in the United States. We work for a bigger purpose: bettering the investment universe by always putting clients' interests first.

As a member of our team, you will be trained, developed, and offered exceptional benefits, including:

  • 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
  • Kiwi Saver Contributions
  • 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

Fisher Investments Australasia is an equal opportunity employer.



  • New Zealand Fisher Investments Full time

    Overview 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...


  • New Zealand Fisher Investments Full time

    Overview 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...


  • New Zealand Fisher Investments Full time

    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 Investments, which is...


  • New Zealand Rytech of New Orleans Full time

    Sales Director New Zealand page is loaded Sales Director New Zealand Apply locations Hamilton, New Zealand Auckland, New Zealand time type Full time posted on Posted 5 Days Ago job requisition id R003814 Welcome! Our Growth is Creating Great Opportunities! Our team is expanding, and we want to hire the most talented people...


  • New Zealand Rytech of New Orleans Full time

    Sales Director New Zealand page is loaded Sales Director New Zealand Apply locations Hamilton, New Zealand Auckland, New Zealand time type Full time posted on Posted 5 Days Ago job requisition id R003814 Welcome! Our Growth is Creating Great Opportunities! Our team is expanding, and we want to hire the most talented...


  • New Zealand Rytech of New Orleans Full time

    Sales Director New Zealand page is loaded Sales Director New Zealand Apply locations Hamilton, New Zealand Auckland, New Zealand time type Full time posted on Posted 5 Days Ago job requisition id R003814 Welcome Our Growth is Creating Great Opportunities Our team is expanding, and we want to hire the most talented people we can. Continued success depends...


  • New Zealand Rytech of New Orleans Full time

    Sales Director New Zealand Our team is expanding, and we're looking for a talented Sales Director to lead our sales program in New Zealand. As a key member of our team, you will be responsible for planning, organizing, and directing Adtran's overall sales program to achieve sales volume and profits consistent with company objectives. This role will also be...


  • New Zealand Hydro - US Facilities Full time

    **Sales Director New Zealand** **Responsible for leading the commercial operations of the New Zealand market to deliver budgeted invoiced sales, net sales and gross margin & operating profit.** Energizer Holdings, Inc. is a global organization that creates products to make lives easier and more enjoyable. We are a diverse team of individuals from various...


  • New Zealand Hydro - US Facilities Full time

    This is Energizer Holdings, Inc.Energizer Holdings responsibly creates products to make lives easier and more enjoyable. To do this, we lean into our culture as an organization – we win together, while serving each other, with a willingness to act boldly, all while doing right. Our colleagues hail from all backgrounds, nationalities and walks of life, but...


  • New Zealand Hydro - US Facilities Full time

    This is Energizer Holdings, Inc.Energizer Holdings responsibly creates products to make lives easier and more enjoyable. To do this, we lean into our culture as an organization – we win together, while serving each other, with a willingness to act boldly, all while doing right. Our colleagues hail from all backgrounds, nationalities and walks of life, but...


  • New Zealand Hydro - US Facilities Full time

    This is Energizer Holdings, Inc.Energizer Holdings responsibly creates products to make lives easier and more enjoyable. To do this, we lean into our culture as an organization – we win together, while serving each other, with a willingness to act boldly, all while doing right. Our colleagues hail from all backgrounds, nationalities and walks of life, but...


  • New Zealand Hydro - US Facilities Full time

    This is Energizer Holdings, Inc.Energizer Holdings responsibly creates products to make lives easier and more enjoyable. To do this, we lean into our culture as an organization – we win together, while serving each other, with a willingness to act boldly, all while doing right. Our colleagues hail from all backgrounds, nationalities and walks of life, but...


  • New Zealand New Zealand Government Full time

    Discover a career with purpose at MBIE About Research and Education Advanced Network New Zealand (REANNZ) Research and Education Advanced Network New Zealand Limited (REANNZ) operates and supports a specialist high-performance digital network that is engineered to meet the unique performance demands of scientists, researchers, innovators and educators from...


  • New Zealand New Zealand Government Full time

    Discover a career with purpose at MBIE About the Research and Education Advanced Network New Zealand (REANNZ) Research and Education Advanced Network New Zealand Limited (REANNZ) operates and supports a specialist high-performance digital network that is engineered to meet the unique performance demands of scientists, researchers, innovators and educators...

  • Business Consultant

    4 weeks ago


    New Zealand Pragetx Technologies Full time

    PragetX is a software development and digital marketing company based in Ahmedabad. We provide different types of IT services like Web and App Development, Custom Software Development, ERP Solutions, UI/UX Design, Cloud Solutions, and Database Management. Job Overview PragetX Software Private Limited is looking for a Business Consultant to lead our growth...


  • New Zealand Speckled Frog Full time

    This small-to-mid-sized agency is part of a very creative and multi-awarded Australian/NZ agency group who are part of an equally creative and highly respected global network. They have an excellent reputation gained largely through their ability to change attitudes, culture and behaviour through some very powerful and effective work created for clients in...


  • New Zealand NOKIA Full time

    **Family Description** Project Management (PM) comprises project management for execution of cross-functional / geographical projects and programmes from initiation to completion. Covers determination of project / programme goals and support of business objectives and strategies. Ensures projects / programmes achieve their targets, keep their schedule, and...


  • New Zealand High Performance Sport New Zealand Full time

    **ABOUT THE SILVER FERNS**: The New Zealand Silver Ferns are the national netball team of New Zealand. Netball is a popular sport in New Zealand, and the Silver Ferns are one of the top-ranked Netball teams in the world. The Silver Ferns have a rich history of success in international netball competitions, over the years with key events including the Netball...

  • Risk Advisor

    2 months ago


    New Plymouth, New Zealand Marsh & Mclennan Companies Full time

    Risk Advisor - Private Client ServicesApplyRemote Type: HybridLocations: New Plymouth - DevonTime Type: Full TimePosted: 2 Days AgoJob Requisition ID: R_275610Company:MarshDescription:Performs tasks related to the quoting, binding and servicing of new and renewal accounts to assist with serving clients.Helps develop new products by keeping management aware...


  • New Zealand New Zealand Government Full time

    Discover a career with purpose at MBIE About the New Zealand Standards Approval Board The New Zealand Standards Approval Board (the Board) supports Standards New Zealand in its development process, providing independent decision making and checks and balances. The Board’s functions include appointing new members, including the Chair, of standards...