Australian Private Client Director
Hybrid
Core
Acquire high-net-worth wholesale clients (AUD 750k+) by presenting wealth management solutions and evaluating financial goals.
Role type
Private Client Director (Business Development)
Builds
Client acquisition for Fisher Investments Australasia
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
selling financial services to private investors, acquiring high-net-worth wholesale clients, high-volume phone activity, in-person meetings
Preferred skills
Clean record with ASIC and APRA
Technologies
N/A
Responsibilities
Contact leads generated by marketing, engage with prospective clients to evaluate financial goals, educate clients on offerings, help investors become clients
Seniority
Mid-Senior (5+ years experience)