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UNSW CollegeKensington, NSW, AUAustralian / New Zealand Investment Counsellor
Fisher InvestmentsSydney, NS, AUOverview
Stop prospecting! Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Fisher Investments Australasia PTY Ltd (FIA) has developed a specialized approach focused on our high-net-worth clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical financial professional. Now is your opportunity to use your finance experience to better the investment universe with a globally diverse privately held investment firm.
The Opportunity :
As an Investment Counsellor, you are the voice of FIA. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, FIA offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This position is located in Sydney.
The Day-to-Day :
- Be the heart of our FIA, build trusting relationships with our clients
- Educate clients on our top-down portfolio strategy, their investments and important market events
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track toward their long term financial goals
- Rely on our sales team to gradually build your roster of high-net-worth clients
Your Qualifications :
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 Fisher's growth will be driven by the expansion of FIA's Private Client Group into Australia and 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 us in our mission to Better the Investment Universe.
Benefits :
FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER