Overview
Stop prospecting! Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Fisher Investments Japan (FIJ) is expanding their services to high-net-worth clients and is looking for a highly motivated Investment Counsellor to help us build and grow! With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical financial professional. Now is your opportunity to use your finance experience to better the investment universe with a globally diverse privately held investment firm.
The Opportunity:
As an Investment Counsellor, you are the voice of FIJ. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, FIJ offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This position is located in Tokyo.
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The Day-to-Day:
- Build trusting relationships with our clients
- Educate clients on our top-down portfolio strategy, their investments and important market events
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track toward their long term financial goals
- Rely on our sales team to gradually build your roster of high-net-worth clients
Your Qualifications:
- 5+ years' experience creating and building new client relationships and instilling trust within the investment industry
- A sound knowledge of financial concepts, markets, current events and the market
- University degree, suitable graduate diplomas or equivalent combination of experience
- Yield a thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments Japan:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
- 100% coverage of your monthly medical, dental and vision premiums for you and your eligible dependents through Allianz Care
- Full refunds on physician fees, prescriptions, testing and more to cover costs outside of national insurance
- 24/7 access to emotional wellness resources for you and your dependents (Ginger emotional coaches and Allianz Employee Assistance Programme)
- Travel support benefits through Allianz and Bupa
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS JAPAN IS AN EQUAL OPPORTUNITY EMPLOYER