Private Client Director – High Net Worth Focus (NZ)

About the role

We are seeking a Private Client Director to lead business development for high‑net‑worth wholesale clients in New Zealand. You will work remotely, presenting Fisher Investments Australasia’s wealth‑management solutions to investors with at least NZD 1 million to invest.

Key responsibilities

• Contact and follow up leads generated by Fisher’s marketing team.
• Engage high‑net‑worth wholesale prospects to assess financial goals and recommend appropriate solutions.
• Educate prospective clients on FIA’s investment offerings.
• Convert qualified investors into FIA clients.

Required profile

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

Required skills

What we offer

• Fully paid supplemental healthcare plan for employees and qualified dependents.
• Kiwi Saver contributions.
• 20 days of annual leave plus 10 paid holidays.
• Employee Assistance Program and wellbeing services.
• $10,000 fertility, hormonal health and family‑forming benefit (local currency equivalent).
• Collaborative environment with ongoing training and development.