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New Zealand Private Client Director

New Zealand Private Client Director

Fisher InvestmentsWellington, New Zealand
10 hours ago
Job description

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 Investments' 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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    New Zealand Private Client Director • Wellington, New Zealand

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