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For Companies At a Glance
- Tasks: Manage a diverse portfolio of wealth management clients and deliver tailored financial advice.
- Company: Join deVere Group, an award-winning financial hub in Shanghai.
- Benefits: Rapid career growth, industry-leading training, and a vibrant culture.
- Why this job: Transform clients' financial futures while building your career in a global megacity.
- Qualifications: Experience in face-to-face sales and strong analytical skills required.
- Other info: Ambitious environment with opportunities for international progression.
The predicted salary is between 36000 - 60000 £ per year.
Build Your Career in a Global Megacity. Join a dynamic, award-winning financial hub in the heart of Shanghai, one of the world's most influential financial capitals. At deVere Group, we’re dedicated to transforming our clients' financial futures and your career. We offer rapid growth, industry leading training, and a vibrant, ambitious culture within a globally connected metropolis.
Your Role
Based in our Shanghai office, you will grow a diverse portfolio of clients, delivering personalised, cross-border financial planning. Using a consultative approach, you’ll analyse client needs, tailor strategies with a full suite of products, and build lasting relationships to grow assets under management in this dynamic market.
What You’ll Do
- Build and manage a portfolio of wealth management clients (B2C).
- Conduct in-depth reviews to identify financial needs and deliver bespoke advice.
- Advise on a full range of products: Lump Sum Investments, Fixed-Income Products, Regular Savings Plans, Portfolio Bonds, International Pensions, Property, and Fintech Solutions.
- Use our multi-jurisdictional licences and advanced tools to provide best-in-class service.
- Maintain strong compliance and stay ahead of market trends.
What We’re Looking For
- Experience in face to face sales is essential.
- A proactive, target-driven professional with strong analytical skills.
- Knowledge of investments, pensions, or fintech is advantageous.
- Ambition, integrity, and a client-first mindset.
Why Join Us?
Unmatched Growth: Fast track progression, international.
Wealth Consultant - Shanghai, China in Manchester employer: deVere China
Contact Detail:
deVere China Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Consultant - Shanghai, China in Manchester
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with professionals on LinkedIn. The more people you know in the wealth management space, the better your chances of landing that dream job.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Prepare a short, engaging summary of your skills and experience that highlights your client-first mindset and analytical abilities.
✨Tip Number 3
Research the company culture! Before any interviews, dive deep into deVere Group's values and mission. Show them you’re not just a fit for the role, but also for their vibrant, ambitious culture.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and building your career in Shanghai.
We think you need these skills to ace Wealth Consultant - Shanghai, China 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 relevant sales experience and your understanding of financial products to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how you can contribute to our team in Shanghai. Be genuine and let your personality come through.
Showcase Your Analytical Skills: Since we’re looking for someone with strong analytical skills, don’t forget to include examples of how you've used these skills in past roles. Whether it's analysing client needs or market trends, we want to see your thought process!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our dynamic team in Shanghai!
How to prepare for a job interview at deVere China
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of wealth management products and services. Familiarise yourself with terms like Lump Sum Investments and International Pensions. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Showcase Your Sales Skills
Since face-to-face sales experience is essential for this position, prepare to discuss specific examples from your past roles. Think about how you identified client needs and tailored your approach to meet those needs. Be ready to share success stories that highlight your target-driven mindset.
✨Understand the Market
Research the financial landscape in Shanghai and be aware of current trends in wealth management. This will help you engage in meaningful conversations during the interview and show that you’re proactive about staying informed in a dynamic market.
✨Emphasise Your Client-First Mindset
During the interview, convey your commitment to putting clients first. Share examples of how you've built lasting relationships with clients in the past. This will resonate well with the company’s values and demonstrate that you align with their client-centric approach.
