Take your wealth advisory career to the next level with this high-performance role
About the Role:
This senior sales position is perfect for ambitious professionals who want to focus on business development and deliver exceptional results.
Contacting pre-qualified leads generated by our marketing team
Evaluating financial goals and providing tailored solutions for high-net-worth clients
Educating clients about our comprehensive range of wealth management services
Turning qualified investors into valued clients
Requirements:
To succeed in this role, you'll need:
A proven track record of success in selling financial services to private investors, with a strong focus on wholesale clients
Clean records with ASIC and APRA
Mult-year experience in acquiring high-net-worth private wholesale clients
Excellent communication skills, with a ability to engage with high-net-worth individuals
What We Offer:
At Fisher Investments Australasia, we're committed to putting our clients' interests first. As part of our team, you can expect:
100% paid premiums for top-tier health insurance plan (includes medical, dental, vision)
Super contributions at applicable superannuation guarantee percentage
20 days of annual leave, plus 10 paid holidays
Employee Assistance Program and other wellbeing services
$10,000 fertility benefit
Collaborative working environment with ongoing training, educational support, and employee appreciation events
Why Fisher Investments Australasia?
We're not just another investment firm – we're a global leader dedicated to bettering the investment universe. Join us as we expand our Private Client Group into Australia and become part of a dynamic team that values diversity, innovation, and excellence.