Job Board

Companies

International Financial Advisor Jobs

Financial Advisor China

London Full-Time 36000 - 60000 £ / year (est.) No home office possible

At a Glance

Tasks: Provide strategic financial advice and develop tailored financial plans for clients.
Company: Join a leading multinational wealth management firm established in 1966, based in Shanghai.
Benefits: Enjoy a positive work environment, full support from directors, and opportunities for rapid career growth.
Why this job: Be part of a dynamic team shaping financial futures while working with international clients.
Qualifications: Must have relevant financial experience, a university degree, and ideally level 4 CISI qualifications.
Other info: This role is perfect for motivated individuals looking to thrive in a client-facing, target-driven environment.

The predicted salary is between 36000 - 60000 £ per year.

Join to apply for the Financial Advisor China role at International Financial Advisor Jobs

Continue with Google Continue with Google

2 months ago Be among the first 25 applicants

Join to apply for the Financial Advisor China role at International Financial Advisor Jobs

The story of our client mirrors that of Hong Kong. Established in 1966, out client started as an insurance firm catering to business on the Island. As Hong Kong took off during the 1970’s, the company expanded into asset and wealth management. By 1992 they had evolved into a multinational wealth management and financial advisory firm operating throughout Asia. Today we are proud to be one of the most technologically advanced wealth management firms in the region, supporting clients all over the world.
Their offices are positive, respectful, highly motivated environments to work in which consultants at some companies claim to no have experienced before.
The company is looking for experienced financial advisors who can collaborate and help build their established business in the Shanghai region.
Responsibilities

Provide strategic advice across a variety of financial products and services
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Keep abreast of new industry’s trends and research market to back up financial consulting
Comply with all industry rules and regulations

Requirements

Either an well experienced financial planner who is looking to take the next step in their career.
A University degree to qualify for a work permit.
Should ideally have level 4 or above CISI or equivalent qualifications, or prepared to get in 1st year.
Hardworking individual who wants a long term position with a growing business
Highly motivated and able to motivate a team
Experienced offshore consultants with a minimum of 2 years’ working with international clients (expat clients)
Track record of successful financial guidance
Strong communication, negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply

Competencies

Experience in financial services
Attention to detail
Hard-working and motivated individuals
Confidence and strong interpersonal skills
A flexible and adaptable approach to work
Successful and target-driven individuals

Unique Selling Points

Established office in Shanghai
Looking to grow the team rapidly during the next 18 months
Full support from company directors
Established offices in other Asian countries and so business will not be limited to Shanghai or Hong Kong
Company is looking to expand into Europe within the next 18 – 24 months

Minimum Requirements
Only candidates with good experience in the financial services industry will be considered for this role.
Please note : This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates (not mandatory) as most of the consumers served by my client are typical EU and UK expatriates. Experience working in the international wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession.
Tagged as: advisor, Asia, Career, careers, Chartered Advisor, China, CII, CISI, DipFA, DipPFS, Finance Jobs, financial, Financial Adviser, FInancial Adviser Careers, Financial Advisor, IFA, IFA Career, IFA Consultant, Independent Financial Advisor, International Financial Advisor, International IFA, International IFA Jobs, International Wealth Manager, Investment Advisor Jobs, investments, jobs, Offshore IFA, QROPS, Shanghai, UK Financial Advisors, UK Pensions, UK Qualified, wealth, Wealth Advisor, Wealth Management, Wealth Manager

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time