Investment Counsellor ANZ - Private Client, Fiduciary in Sydney

Investment Counsellor ANZ - Private Client, Fiduciary in Sydney

Sydney Full-Time 81000 - 99000 $ / year (est.) On-site
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At a Glance

  • Tasks: Educate high-net-worth clients on investment strategies and collaborate with a skilled team.
  • Company: Fisher Investments Australasia, a leader in private client investment management.
  • Benefits: Competitive salary, ongoing training, and clear career progression.
  • Other info: Collaborative in-office environment with a focus on client education.
  • Why this job: Join a growing team and make a real impact on clients' financial futures.
  • Qualifications: Strong communication skills and a passion for finance.

The predicted salary is between 81000 - 99000 $ per year.

Fisher Investments Australasia PTY Ltd in Sydney is seeking an Investment Counsellor to manage a roster of high-net-worth clients.

You will educate clients on portfolio strategy, market events, and asset allocation, while collaborating with a skilled internal team.

The role emphasizes a fee-only fiduciary approach and ongoing client education.

You will join a growing Private Client Group in Australia and New Zealand, with training and a clear career path in a collaborative, in-office environment

Investment Counsellor ANZ - Private Client, Fiduciary in Sydney employer: Fisher Investments

Fisher Investments Australia is an exceptional employer, offering a dynamic work environment where your contributions directly impact our global growth. With a strong focus on employee development, we provide comprehensive benefits including top-tier healthcare, generous leave policies, and ongoing training opportunities, all within a collaborative culture that values diverse perspectives. Join us in shaping the future of investment while building a rewarding career in a supportive and inclusive setting.

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Contact Details:

Fisher Investments Recruitment Team

We think you need these skills to ace Investment Counsellor ANZ - Private Client, Fiduciary in Sydney

Client Relationship Management
Portfolio Strategy
Market Analysis
Asset Allocation
Fiduciary Responsibility
Financial Education
Collaboration Skills