Remotery

Private Client Director

Posted Jul 8

This is a fully remote position, open to applicants in Australia.

📋 Description

• Reach out to leads generated by FIA’s marketing team.

• Interact with high-net-worth wholesale potential clients to assess their financial aspirations and propose suitable solutions.

• Inform prospective clients about the diverse range of offerings from FIA.

• Assist qualified wholesale investors in becoming FIA clients.


⛳️ Requirements

• Over 5 years of experience in selling financial services to private investors qualifying as wholesale clients.

• A clean record with ASIC and APRA.

• Proven multi-year success in acquiring high-net-worth private wholesale clients.

• Proficient in handling high-volume phone interactions and conducting in-person meetings.


🏝️ Benefits

• Comprehensive coverage of premiums for our premium supplemental healthcare plan (includes medical, dental, vision) for employees and their eligible dependents.

• Super contributions at the relevant superannuation guarantee percentage as specified in superannuation legislation, up to the maximum superannuation contribution base.

• 20 days of annual leave, in addition to 10 paid holidays.

• Access to the Employee Assistance Program and other emotional wellbeing services.

• $10,000* benefit for fertility, hormonal health, and family formation.

• A collaborative work environment focused on continuous training, educational support, and employee recognition events.

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