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- Tasks: Build and manage diverse client portfolios while delivering personalised financial planning.
- Company: Reputed global financial group with a strong presence in Shanghai.
- Benefits: Unmatched growth opportunities and elite training in a rewarding environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Face-to-face sales experience and strong analytical skills.
- Other info: Exciting relocation opportunity to vibrant Shanghai.
The predicted salary is between 36000 - 60000 £ per year.
A reputed global financial group is seeking a Wealth Consultant to join their team in Shanghai. The role involves building and managing a diverse portfolio of clients, delivering personalized financial planning, and providing bespoke advice across various products.
Ideal candidates will have face-to-face sales experience and strong analytical skills. The position offers unmatched growth opportunities and elite training in a rewarding environment.
Global Wealth Advisor — Shanghai (Relocation) in Manchester employer: deVere China
Contact Detail:
deVere China Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Global Wealth Advisor — Shanghai (Relocation) in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can confidently explain who you are and what you bring to the table. Tailor your pitch to highlight your face-to-face sales experience and analytical skills.
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your past successes in managing client portfolios and delivering personalised financial planning. This will help you stand out and demonstrate your value to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Global Wealth Advisor — Shanghai (Relocation) in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth Consultant role. Highlight any face-to-face sales experience and analytical skills, as these are key for us in this position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can deliver bespoke advice to our clients. Be genuine and let your personality come through.
Showcase Your Achievements: When detailing your past roles, focus on specific achievements rather than just duties. Numbers speak volumes, so if you've increased sales or improved client satisfaction, make sure we see that!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Shanghai!
How to prepare for a job interview at deVere China
✨Know Your Financial Products
Make sure you’re well-versed in the financial products and services relevant to the role. Brush up on investment strategies, wealth management techniques, and any recent market trends. This knowledge will help you demonstrate your expertise and show that you can provide bespoke advice to clients.
✨Showcase Your Sales Experience
Prepare to discuss your face-to-face sales experience in detail. Think of specific examples where you successfully built client relationships or closed deals. Highlighting your ability to connect with clients will be crucial in this role, so practice articulating your achievements clearly.
✨Demonstrate Analytical Skills
Be ready to showcase your analytical skills during the interview. You might be asked to solve a case study or analyse a financial scenario. Practise breaking down complex information and presenting it in a clear, concise manner. This will show that you can handle the diverse portfolio of clients effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to wealth management and client engagement. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals. Engaging in a two-way conversation can leave a lasting impression.
