Company
Chinajob
Location
Shanghai, China
Job Type
Full Time
Salary Range
10,000-15,000 RMB
Number to Recruit
1
Job Reference Code
J2600828
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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.
You will work directly alongside some of our top performing Area Managers and Senior Advisers, gaining hands on exposure to every aspect of wealth management while developing the skills, knowledge, and qualifications required to become a fully qualified Wealth Adviser.
Our industry leading training programme combines practical experience with internationally recognised professional qualifications, giving you the tools to build a long-term career within a global organisation.
Successful candidates who achieve their development goals and pass the required examinations will have the opportunity to progress into an advisory role, managing their own portfolio of clients.
Responsibilities:
- Support Senior Advisers in identifying and engaging potential new clients across China
- Generate new business opportunities through networking, digital outreach, social media, and lead generation initiatives
- Coordinate and manage client appointments, follow ups, and onboarding processes
- Assist advisers with client servicing, documentation, and ongoing relationship management
- Work closely with administration, compliance, and support teams to ensure an exceptional client experience
- Contribute ideas and initiatives that help drive business growth and client acquisition
- Complete professional development milestones and industry recognised qualifications within your first year
Qualifications:
- Strong communication and relationship building skills
- Previous experience in sales, business development, finance, account management, or client-facing roles
- Motivated, ambitious, and target driven mindset
- Confidence communicating by phone, video conference, and in person
- Strong organisational skills and attention to detail
- A proactive approach and willingness to learn
- Minimum Bachelor's Degree and at least 2 years of professional work experience