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Wealth Advisor Business Development Manager

2 weeks ago

Wellington, Wellington, New Zealand Fisher Investments Full time
About the Opportunity

Fisher Investments Australasia Pty Ltd is a leading provider of wealth management solutions, seeking a highly skilled and experienced Private Client Director to join its team in New Zealand.

Job Description

The ideal candidate will have a strong background in financial services sales, with a proven track record of success in acquiring high-net-worth private wholesale clients. As a Private Client Director, you will be responsible for managing your business remotely from your home, covering a local territory within driving distance.

You will present Fisher's wealth management solutions to high-net-worth investors with NZD 1M or more to invest. Your role will involve engaging with prospective clients to evaluate their financial goals and provide tailored solutions, as well as educating them on Fisher's offerings.

Your primary objective will be to help qualified wholesale investors become Fisher clients, leveraging Fisher's global dedicated teams, including marketing and portfolio management groups.