New Zealand Private Client Director

Fisher Investments

4.1

(21)

New Zealand (Remote)

Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.
  • #2025-15137

    Position summary

    d. 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 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

    Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.