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Key Account Manager

1 week ago

Wellington, Wellington, New Zealand Fisher Investments Full time

Focused on business development, you will acquire high-net-worth wholesale clients in New Zealand. We provide qualified lead flow, so you can concentrate on growing your business without cold calling.

The Opportunity: As a Private Client Director with Fisher Investments Australasia Pty Ltd, you will manage your business remotely and cover a local territory within driving distance. You will present our wealth management solutions to high-net-worth investors with NZD 1 M or more to invest. Our dedicated teams, including marketing and portfolio management, will support you every step of the way.

Contact Leads and Build Relationships

  • Contact leads generated by our marketing group
  • Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
  • Educate prospective clients on our offerings
  • Help qualified wholesale investors become our 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

About Us

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. Our next stage of growth will be driven by the expansion of our Private Client Group into New Zealand, and we are looking for talented individuals to join us on this journey.

What We Offer

  • 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

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.