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New Zealand Private Client Director
1 week ago
New Zealand Private Client DirectorFisher Investments Wellington, New ZealandCalling 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 a privately held multi-billion dollar global investment firm in the United States.
Join Fisher in its mission to put clients first and better the investment universeThe 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 NZD 1M or more to invest.
You will report to FIA's General Manager, who will ensure you have the resources you need to succeed.
You will be supported by Fisher Investment's global dedicated teams, including groups supporting: marketing and portfolio management.The Day-to-Day:Contact leads generated by Fisher's marketing groupEngage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutionsEducate prospective clients on FIA's offeringsHelp qualified wholesale investors become FIA clientsYour Qualifications:5+ years experience selling financial services or investment products directly to high-net-worth investorsClean record with regulatory authoritiesMulti-year track record of success acquiring high-net-worth private wholesale clientsExperience in high-volume phone-based sales activity and in-person meetingsWhy Fisher Investments Australasia:At Fisher, 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 Fisher's growth will be driven by the expansion of FIA's Private Client Group into New Zealand.
You will be at the frontier of this expansion.
You will join FIA's 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 Fisher in its 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 dependentsKiwi Saver Contributions20 days of annual leave, in addition to 10 paid holidaysEmployee Assistance Program and other emotional wellbeing services$10,000* fertility, hormonal health and family-forming benefitA collaborative working environment that practises ongoing training, educational support and employee appreciation event*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.Fisher Investments Australasia Pty Ltd is an equal opportunity employer.
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