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Home / Jobs / Job Detail

Job Summary

  • Company

    Chinajob​

  • Location

    Shanghai, China​

  • Job Type

    Full Time

  • Salary Range

    10,000-15,000 RMB

  • Number to Recruit

    1

  • Job Reference Code

    J2500378

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Senior Wealth Advisor

Chinajob
Shanghai, China

About Company:

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.


Job Profile:

Are you looking for your new role in Shanghai? Enjoy career growth, industry leading training, vibrant cultures, and unmatched opportunities in our dynamic financial hub. This position is for our office in Shanghai, China, you must be willing to self relocate to Shanghai for this role.



We are a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.



We are looking for Wealth Consultants who want to join us in our Shanghai office. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.



Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.



Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Consultant, you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client.



You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.



Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services.


Job Details:

Responsibilities:

Key Activities



- Build and develop a bank of wealth management clients (B2C only).

- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.

- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.

- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.

- Deliver needs-based solutions through effective communication and influencing.

- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.

- Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.

- Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across: Lump Sum Investments, Fixed-Income Products, Global Funds, including Equity, VC, ESG, Regular Savings Plans, Portfolio Bonds, International Pension Planning, Fintech.

-Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.


Qualifications:

Skills Required



- You must have a minimum of a Bachelors Degree and 2 years relevant work experience post degree or a Masters degree from a Chinese University and have graduated within 1 year.

- Experience in face to face sales is a must.

- Service focused with strong numerical and analytical skills with close attention to detail.

- Previous experience in managing high net worth clients is desirable but not essential.

- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.

- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.

- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.

- A proven sales track record would be advantageous.

- Have ambition, hunger for success and be driven by targets.


Benefit:

Company Benefits



- Opportunity for further chartered qualifications relevant to the industry.

- Multitude of career opportunities and progression.

- Opportunity to transfer to different locations.

- Competitive commission bonus based on a transparent structure.

- Individual and team training that supports your development.

- Client and employee events.



Kindly attach your CV to the application to be considered.

Apply Now
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