New Zealand Private Client Director

1 week ago

Tasman, New Zealand Fisher Investments Full time NZ$120,000 - NZ$200,000 per year

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 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 universe

The 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 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

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

F ISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER

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