New Zealand Private Client Director

Overview

Wealth advisors seeking a position focused exclusively on business development are invited to become Private Client Directors at Fisher Investments Australasia Pty Ltd (FIA). This role concentrates on acquiring high-net-worth wholesale clients based in New Zealand with investment assets of NZD 1 million or more. Qualified lead referrals are provided, eliminating the need for cold calling. FIA operates as a subsidiary of Fisher Investments, a well-established, privately owned global investment firm headquartered in the United States, committed to prioritizing client interests and advancing the investment landscape.

The Opportunity

This rewarding role allows you to operate remotely from home while covering a local geographic area reachable by car. Your responsibilities include presenting FIA's wealth management solutions to high-net-worth investors and collaborating with FIA's General Manager who will ensure you have the necessary resources. You'll also benefit from the support of Fisher Investments' globally dedicated teams in marketing and portfolio management.

Key Responsibilities

• Engage with leads generated by Fisher's marketing department.
• Consult with high-net-worth wholesale potential clients to assess their financial objectives and propose appropriate solutions.
• Inform prospective clients about FIA's investment offerings.
• Assist qualified wholesale investors through the client onboarding process.

Candidate Qualifications

• At least five years of experience selling financial products or investment services directly to high-net-worth individuals.
• Impeccable regulatory record without sanctions.
• Proven, multi-year success in securing high-net-worth private wholesale clients.
• Experience handling a substantial volume of phone-based sales and conducting face-to-face meetings.

About Fisher Investments Australasia

Our mission is to enhance the investment universe by always putting clients first. We offer exceptional service, ongoing education, and unique investment insights. As FIA expands its Private Client Group into New Zealand, you will play a key role in this growth, working within an inclusive culture that values diverse viewpoints, provides extensive training and development opportunities, and offers exceptional benefits to support a long-term career.

Benefits

• Fully paid premiums for premium supplemental healthcare covering medical, dental, and vision for employees and their eligible dependents.
• KiwiSaver contributions.
• 20 days of annual leave plus 10 paid holidays.
• Access to Employee Assistance Programs and emotional wellbeing resources.
• A $10,000 fertility, hormonal health, and family-forming benefit (provided in local currency for employees based outside the US).
• A collaborative work environment fostering continuous training, education, and employee recognition events.

Equal Opportunity Employer

Fisher Investments Australasia Pty Ltd is proud to be an equal opportunity employer committed to fostering a diverse and inclusive workplace.