Financial Advisor Financial Advisor
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Job ID: 1354948946
Date Updated:Nov 27, 2022
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  • Work City : Shanghai
  • Salary Range : 12,000 - 15,000 CNY /Month
  • Work Experience : ≥2 year(s)
  • Job Type :Full Time
Are you an experienced Financial Advisor?

As one of the world's largest independent financial consultancies we are currently searching for Financial Advisors to work in our Shanghai, China office as we are expanding. We help our clients, who are primarily expatriates and international investors, reach and exceed their financial goals. Working closely with them, we devise, implement and manage bespoke financial strategies and solutions that help create, grow and maximise their wealth.

In these current and unprecedented times, we are uniquely placed to offer consulting for our clients to enjoy associated benefits such as our comprehensive range of products; many of which are exclusive to our clients due to our relationships with the world's leading financial institutions.

What do we require?

This role considering its nature requires an individual who is already trained and developed within Financial Services whilst training is provided on the full suite of deVere solutions this is designed to add to your existing skillset rather than train from scratch.

Skills in: New Business Creation, Business Development, Lead Generation, Wealth Advisory, Account Management, Face to Face Sales, Time Management are all essential for the success in this role.

This is not a trainee position and applicants who do not possess these attributes will automatically be discounted from the recruitment process. If you have experience in building a book of clients and understand the benefits of this type of structure then do get in touch.

What do we offer?

• Monthly Retainer
• Generous commission / AUM fees on all products - uncapped earnings
• In House Administration
• In House Compliance
• Bespoke CRM
• Full product training
• A weekly pay-run
• Structured, defined career progression
• World class company performance incentives
• In-house Technical/Tax support & Training

Job highlights
Work visa
Business Development Sales Planning Marketing
• English, Native level • French, Native level • Spanish, Native level
  • deVere Group

  • Recruiter Type: Employer
  • Current Location: Shanghai China
  • About us
    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.
  • Address: 802, Shui on Plaza, 333 Huaihai Middle Road, Shanghai, 200020, China View in map
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Trainee Wealth Advisor

Shanghai | 12,000 - 15,000 CNY /Month 2023-02-06

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