Trainee Wealth Advisor Trainee Wealth Advisor

Job ID: 1354960958
Date Updated:Feb 03
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  • Work City : Shanghai
  • Salary Range : 12,000 - 15,000 CNY /Month
  • Work Experience : ≥2 year(s)
  • Job Type :Full Time

deVere Group is a world-leading financial advisory organisation with over 80,000 clients in more than 100 different countries - and more than $10 billion under advice and administration.

We are offering a truly exciting set of career prospects for highly driven individuals with a passion to succeed.

Our truly bespoke training programme provides ambitious individuals, who are new to the financial service arena, with the expertise to develop into a fully qualified financial advisor with internationally recognised qualifications.

During your training and development phase you will experience all aspects of Wealth Advising. 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 and invest.


We need an energetic, exceptionally well-organised person to work directly with one of our Area Managers or Senior Wealth Advisers in Shanghai, to double their revenue in 2023 and beyond. In exchange for your skills, drive, and commitment, you’ll be mentored and stretched, plus if you’re consistently successful in your role, you’ll have the option to be supported and trained to move into consulting yourself, expanding your career in financial services.

This is a fantastic role for someone with energy and street smarts, it’s as diverse and challenging as it is rewarding. You’ll be working closely with your consultant every day, growing the number of clients your team looks after, winning new ones and sharing in their success.


• You'll support your consultant in bringing in new business by finding and contacting potential clients. Using our ideas and your own, you’ll use online resources to identify where the clients are and bring the skills to do this.
• You’ll set up digital marketing campaigns, work existing social media and set up new channels, and consistently identify ways to bring new business to our firm with fast results.
• Once you’ve brought new potential clients into our community, you’ll take care of the essentials, booking meetings, following up and managing an extensive on boarding process.
• You’ll support your consultant as they deliver advice to clients, preparing documentation, and managing follow up of the process.
• The company has administration, compliance, and support services in place. You’ll optimise them, and bring a fresh approach to client acquisition, process management and client ongoing support in the digital world.
• Your efforts will lead us to become a top performing team in the global organization and you’ll be rewarded accordingly.


• You’re equally happy using the phone, on video conference or in person.
• You’re agile, quick, motivated by opportunity and hungry for success.
• You have lots of great ideas and a track record of bringing them to life.
• You love winning new clients and looking after them well.
• You’re loyal, energetic, and quick thinking and can demonstrate integrity.

Visa Criteria:

• Master’s Degree from a Chinese University plus overall transcript score of above 80 points or B+ OR a Bachelor’s Degree plus 2 years work experience in relevant field

If this sounds like you, please send your resume

Only successful candidates will be contacted during the selection process.

Job highlights
Work visa
Sales Marketing Social Media Market Development Business Development
• English, Native level • Spanish, Native level • French, 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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