Talent.com
This job offer is not available in your country.
Australian Private Client Director

Australian Private Client Director

Fisher Investments Australasia Pty LtdAU
30+ days ago
Job description

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 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 us in our mission to put our 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 AUD 750k 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 FIA’s marketing group
  • Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
  • Educate prospective clients on the variety of FIA's offerings
  • Help qualified wholesale investors become FIA clients

Your Qualifications :

  • 5+ years experience selling financial services to private investors qualifying as wholesale clients
  • Clean record with ASIC and APRA
  • Multi-year track record of success acquiring high-net-worth private wholesale clients
  • Experience in high-volume phone activity and in-person meetings
  • Why Fisher Investments Australasia :

    At Fisher Investments, 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 our growth will be driven by the expansion of our Private Client Group into Australia. You will be at the frontier of this expansion. You will join our Global 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 us in our 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
  • Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base
  • 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.
  • FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER

    Create a job alert for this search

    Client Director • AU

    Related jobs
    • Promoted
    Director

    Director

    WhiteSlips Job Management ConsultantsPrayagraj(Allahabad), IN
    Lead and mentor a team of data engineers and architects, fostering a culture of innovation, accountability, and continuous improvement. Collaborate cross-functionally with product, infrastructure, a...Show moreLast updated: 5 days ago
    Director of Partnerships

    Director of Partnerships

    SperasoftAU
    Remote
    Quick Apply
    We are seeking a highly motivated.Account Management team and drive the success of our client relationships and strategic partnerships. This role will oversee a team of Account Managers, ensuring wo...Show moreLast updated: 24 days ago
    Development Director - Australia

    Development Director - Australia

    Cambodian Children's FundAU
    High-impact organisation creating lasting impact for children in Cambodia.Lead the Australian fundraising strategy and drive major gift and donor growth. Suits major gifts, individual giving backgro...Show moreLast updated: 30+ days ago
    • Promoted
    Senior SAP Practice Director

    Senior SAP Practice Director

    SutherlandPrayagraj(Allahabad), IN
    Sutherland is a global leader in driving business and digital transformation, and exceptional experiences along the entire journey of our client’s engagement with their customers.With over 35 years...Show moreLast updated: 5 days ago
    • Promoted
    Associate Director - US Sales

    Associate Director - US Sales

    AltudoPrayagraj(Allahabad), IN
    Be part of a high-growth digital and customer experience consulting firm that has been recognized as one of the fastest growing companies in America by Inc. Deloitte Technology Fast 500 North Americ...Show moreLast updated: 5 days ago
    Director – Senior Actuary (General Insurance)

    Director – Senior Actuary (General Insurance)

    SKL ActuarialAU
    Are you a senior General Insurance Actuary with extensive experience, looking for a workplace that values collaboration, inclusivity, and flexibility? Do you thrive in a setting where your leadersh...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Director

    Associate Director

    WhiteSlips Job Management ConsultantsPrayagraj(Allahabad), IN
    Design scalable and resilient Security Information and Event Management architectures for enterprise and multi-tenant environments. Build custom dashboards, correlation rules, alerts, and automated ...Show moreLast updated: 30+ days ago
    Director, Options Portfolio Construction

    Director, Options Portfolio Construction

    Australian SuperAU
    At AustralianSuper, we truly care about our colleagues.We know work and life are intertwined.That’s why we support the diverse needs of everyone and have policies that enable us all to thrive and b...Show moreLast updated: 13 days ago
    Private Equity Expert

    Private Equity Expert

    Weekday AIAU
    Remote
    Quick Apply
    This role is for one of the Weekday's clients.This opportunity is ideal for professionals with a strong private equity background who are interested in contributing to cutting-edge financial and in...Show moreLast updated: 13 days ago
    •Finance Consultant (Sydney / Perth) •

    •Finance Consultant (Sydney / Perth) •

    AccentureAU
    We work with one shared purpose : to deliver on the promise of technology and human ingenuity.Every day, more than 775,000 of us help our stakeholders continuously reinvent.Together, we drive positi...Show moreLast updated: 30+ days ago
    ANZ Director

    ANZ Director

    Nous GroupAU
    We are seeking an exceptional leader to drive the development and growth of new and established data and insights products and services in the tertiary education sector, working for the preeminent ...Show moreLast updated: 30+ days ago
    •Finance Consulting Manager (Sydney / Perth) •

    •Finance Consulting Manager (Sydney / Perth) •

    AccentureAU
    We work with one shared purpose : to deliver on the promise of technology and human ingenuity.Every day, more than 775,000 of us help our stakeholders continuously reinvent.Together, we drive positi...Show moreLast updated: 30+ days ago
    Sydney | Associate Director Urban Planning

    Sydney | Associate Director Urban Planning

    Planned ResourcesAU
    ASSOCIATE DIRECTOR URBAN PLANNING SYDNEY.Location : Sydney and Western Sydney (multiple offices).Competitive Salary Package with additional bonus scheme, pathway to Director.Medium to large scale (s...Show moreLast updated: 30+ days ago
    • Promoted
    Director Credit Risk

    Director Credit Risk

    WhiteSlips Job Management ConsultantsPrayagraj(Allahabad), IN
    Drive portfolio level analytics to assess credit quality, risk concentrations, underwriting trends and alignment with risk frameworks. Enable thematic reviews and early risk identification by applyi...Show moreLast updated: 4 days ago
    Commercial Partnerships Manager

    Commercial Partnerships Manager

    South Australian Tourism CommisionAU
    Reporting to the General Manager of Commercial, the Commercial Partnerships Manager is responsible for the generation of income through sponsorships, partnerships, hospitality, corporate partnershi...Show moreLast updated: 30+ days ago
    M&A Partner

    M&A Partner

    AXRAU
    Significant upside salary potential.M&A experience not essential.Strong commercial acumen, drive and SMB experience.M&A Advisor | Commercial Growth-Focused | Adelaide, Perth or Melbourne | ...Show moreLast updated: 26 days ago
    • Promoted
    Director / Associate Director, Commercial Analytics & Operations

    Director / Associate Director, Commercial Analytics & Operations

    KMK Consulting Inc.Prayagraj(Allahabad), IN
    Director / Associate Director, Sales Operations & Incentive Compensation.KMK is a leading global data analytics and technology consulting firm, dedicated to empowering leaders in the Life Sciences se...Show moreLast updated: 26 days ago
    Director - BFSI

    Director - BFSI

    Onset GroupAU
    Lead the banking and financial services strategy and shape AI-driven transformation.With a hybrid-first setup, you’ll have full control over your schedule, balancing client demands with time in the...Show moreLast updated: 30+ days ago