Das ist der Job
Calling all wealth advisors looking for a role 100% focused on business development!
Darum lohnt es sich
You will be supported by Fisher Investment's global dedicated teams, including groups supporting:: marketing and portfolio management. 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.
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
