Trainee Financial Consultant Trainee Financial Consultant

Job ID: 1354591420
Date Updated:Mar 28, 2018
Recruiter: AMA
  • Work City : Shanghai
  • Salary Range : 4,000 - 8,000 CNY /Month
  • No. Hiring : 2
  • Work Experience : No Experience
  • Job Type :Full Time
Being a financial Consultant is a great career for a young ambitious graduate. Many consultants earn in access of $250,000 a year ’tax free’ depending on your situation, building a skill set that allows them to work in numerous countries worldwide and help hundreds of expats save invest wisely and save for their retirement. Successful candidates will benefit from gaining invaluable practical experience in working with International Investors globally. You will also be working directly with experienced 'Partners and Senior Partner’s’ assisting them with their clients’ financial issues. By doing this you will advance your networking, client-management and business-development skills.

Requirements:
Success and target driven
Highly motivated
Ability to work in a sales environment
Previous sales experience preferred

Role and Responsibilities:
Strategic Business Development
Business Growth
Contact Building
Lead Generation
Driving Business Forward
Client Management
Client Relationship Building

You can expect to cover the following whilst in the ‘trainee role’
| To build a database of potential clients
| To arrange appointments with potential clients
| Providing tailor-made investment advice and financial planning services
| Planning and executing clients investment portfolio to maximize profit
| Providing tailor-made financial solutions to clients
| To develop and execute business plans
| To develop and maintain close relationships with new and existing clients
| Client servicing and general administrative duties

Applicants must be at least 24 years of age,
Fluent/native of the English language
Meet requirements for a working visa in China
Ideally located in China, overseas candidates will be considered

Skills
Business Development Sales
Language
English, French, German,
  • AMA

  • Recruiter Type: Employer
  • Current Location: Shanghai China
  • About us
    Austen Morris Associates established since 1994, founded by two British financial advisors Greg Morris and Austen Hampsted to meet an increasing need in the financial services industry.

    By 1999 China was ready for professional services and Austen Morris Associates moved the team to open its first mainland office as a legitimate WFOE in 2003.

    Headquartered in China, the Philippines and South Africa, we now operate throughout Asia and Africa to meet the demand for our specialised services and strong knowledge of financial opportunities for our global investors.

    Our ability to seek out innovations and opportunities globally and quickly implement them has made Austen Morris Associates the most reputable financial services company in China, and a leader throughout the world. With over a hundred staff members supporting the Asia Pacific region and a growing team in South Africa and the Philippines, we cater to thousands of clients on six continents around the world.
  • Address: 09123, China Overseas International Center Tower B, 838 S.Huangpi Road Shanghai 200025 China View in map
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