
Private Client Director
Posted Jul 8

Posted Jul 8
This is a fully remote position, open to applicants in Australia.
• 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.
• 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.
• 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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