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:

We need an energetic, exceptionally well-organised person to work directly with our top Area Managers and Senior Advisors in Shanghai. In exchange for your skills, drive, and commitment, you’ll be mentored and stretched, plus if you’re consistently successful in your role and achieve the development goals that are set, we will allow you to progress to become a fully qualified Wealth Adviser – running your own book of clients independently.

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

Job Details:

Responsibilities:

• You'll support your Senior Advisor 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 low cost and 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 onboarding process.

• You’ll support your Senior Advisor as they deliver advice to clients, preparing documentation, and managing follow up processes.

• 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 organisation and you’ll be rewarded accordingly.

• Within 3-12 months, you’ll be expected to pass two industry recognised exams along with achieving the development goals that are set, allowing you to become a fully qualified Wealth Advisor.

Qualifications:

• You’re equally happy using the phone, being on video calls or meeting 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.

• You have at least 2 years of solid work experience after your Bachelors Degree

• You have experience in a sales and/or finance environment.

YOU MUST HAVE A MINIMUM OF A BACHELORS DEGREE PLUS 2 YEARS PROVEN WORK EXPERIENCE TO QUALIFY FOR A VISA.

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