Private Client Director – Wealth Advisor (NZ)

About the role

Fisher Investments Australasia is expanding its Private Client Group into New Zealand and seeks a Private Client Director to lead business development. You will work remotely, focusing exclusively on acquiring high‑net‑worth wholesale clients with at least NZD 1 million to invest.

Key responsibilities

• Engage with qualified leads generated by Fisher’s marketing team.
• Present FIA’s wealth‑management solutions to prospective high‑net‑worth investors.
• Assess clients’ financial goals and recommend appropriate investment strategies.
• Convert qualified wholesale prospects into FIA clients.
• Collaborate with global marketing, portfolio management, and support teams.

Required profile

• Minimum 5 years of experience selling financial services or investment products to high‑net‑worth individuals.
• Clean regulatory record and proven track record of acquiring wholesale clients.
• Demonstrated success in high‑volume phone‑based sales and face‑to‑face meetings.

Required skills

What we offer

• Fully paid premium supplemental health plan for you and eligible dependents.
• KiwiSaver contributions.
• 20 days annual leave plus 10 paid holidays.
• Employee Assistance Program and wellbeing services.
• $10,000 benefit for fertility, hormonal health, or family‑forming expenses (local currency equivalent).
• Collaborative culture with ongoing training and development.