20 jobs for "Private Bank - Global Families Group - Client Service Associate"

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

About Fisher Investments

At Fisher Investments, we’re dedicated to providing unparalleled service and helping our clients meet their long-term financial goals.

Size: 5,001 - 10,000 employees
Industry: Financial Services

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