Train for a Career in Wealth Management in our Shanghai Office!
Are you willing to step outside your comfort zone?
Are you looking for an above average pay cheque?
During your 12 to18-month training and development phase you will experience all aspects of Wealth Advisory, successful candidates will be representing and booking appointments on behalf of their Wealth Advisor with clients based throughout China and I think we can all agree that in a time like this everyone is looking to save money where they can, protecting their assets with tax and market efficient products.
- Learning the 3 Pillars of Wealth Management
- Researching and prospecting potential clients
- Make outbound calls / social media contact to potential clients.
- Attend client meetings alongside your Wealth Advisor to learn the industry from the inside out.
- Provide guidance on accessing our FinTech applications on Google Play and the AppStore
- For more complex clients, book appointments with your allocated Wealth Advisor to provide full holistic advice.
- Take part in twice daily training sessions with your Manager, Technical Training Team along with Institutional training teams to continue to be upskilled.
- Using deVere's own online learning library to blend the hard, soft and educational skills required to become a fully qualified and competent Wealth Advisor.
What we offer:
- Salary plus uncapped earnings
- Company visa
- Industry Qualifications
- A career starting in our prestigious Shanghai office that can take you onwards globally after 12 months.
What about you:
- You must be entrepreneurial. Thinking outside the box will help you succeed.
- You must be relentless. If you give up easily, this job is not for you.
- You must be a leader. The ability to guide others is key.
- You must be teachable. We are not looking for the finished article.
Visa Criteria (MUST QUALIFY ON ONE OF THE BELOW):
- Masters Degree from a Chinese University plus overall transcript score of above 80 points or B+
- Bachelors Degree plus 2 years work experience post degree in relevant field
About the Group:
As one of the world's leading financial advisory, private banking, investment banking and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world. We advise 85,000 clients in 100 countries with $10bn under advice and administration and are the owners of Work Place Solutions the appointed pension advisor for the BBC, Rolls Royce, Total & Credit Suisse.
Our success speaks for itself with countless Awards from our peers and a business that not only grows upwards but outwards to ensure we are at the forefront of the industry.
Get in touch if your prepared to work hard and would like a prestigious career in wealth management and Fintech
If you are interested in this position kindly apply with your CV and contact details.
Only Successful candidates will be contacted
- Company type:
- Recruiter Type: Employer
- Industry type: Finance/Investments/Securities
Founded in 2002 and now comprising of 97 different legal entities globally, deVere provides a broad range of Financial Services including Wealth Management Advice, Investment Banking, Retail Banking, Asset Management and Fintech apps.
As part of deVere Group, one of the world's leading independent financial consultancy, deVere China provides trusted, independent financial advice to expatriates and international investors based in China.
deVere China offers various financial planning solutions in China to cater to your personal financial security. Whether you would like to plan for a safe and secure retirement or you would like to start a savings plan to pay for your children's future education fees, deVere China has a broad range of bespoke financial solutions to help.
Furthermore, our team of financial advisors fully understands that each client is different, with their own unique set of circumstances. For this reason, once you have become a client, we will provide you with your own financial adviser who you can regularly meet to discuss your needs on a one-to-one basis.
No matter how diverse your financial goals and portfolios are, we are here to ensure that you achieve the growth and protection you deserve.
- Current Location: Shanghai China
- Address: 802, Shui on Plaza, 333 Huaihai Middle Road, Shanghai, 200020, China