Financial Consultant - Shanghai

Vacancies in Asia

Job reference: APA-1902-10298

Short Description

Experienced Financial Services Consultants required. Working with the largest and longest established IFA in Shanghai. An exciting opportunity to work in one of Asia's incredible locations.

Job Detail

The Company
Our client is the largest Independent Financial Consultancy Company in Asia Pacific. They recruit Consultants and/or Business Development Consultants to work in financial planning and wealth management services. All training will be at their Head Office in Shanghai. Candidates will be joining an established team providing investment advice exclusively to expatriates.

The company is a licensed Wholly Foreign Owned Enterprise (WFOE) maintaining full legal recognition
and framework in all areas of the world in which it operates.


This is a refined, professional company with an excellent reputation and brand
Established and well managed (oldest expatriate IFA in China - Shanghai)
High quality advice
High quality service (every new HNW client is personally contacted by the CEO)
Solid infrastructure
Career progression opportunities for Business Development Consultants to IFAs
Excellent offices
Dedicated IT / Payroll/Marketing / HR / Visa / Admin / Database management
Private client events and local sponsorship are run on a regular basis

Candidate Profile - Experienced Offshore Consultant:
  • Professional background/ experienced in client acquisition
  • Self-employed, commission only
  • Ambitious / Goal orientated / Competitive
  • Existing client base would be an advantage
  • Willing to take further examinations to work in regulated territories
  • Financially secure - at least GBP6k liquid savings
Package - Experienced Offshore Consultant: 

  • Signing package for consultants with existing clients
  • Up to a 75% share of initial advice fees, plus trails on AUM
  • Share scheme participation - at Senior Partner level
  • Investor Buy-out scheme when retiring from the business.
  • Qualified leads & appointments
Candidate Profile - Business development consultant

  • Energetic and enthusiastic
  • Ambitious and personable
  • Proven track record in prospecting/generating new business
  • Be willing to listen and be trained
  • Financially secure - at least GBP3k liquid savings
  • University degree and 2 years work experience in a related field
Candidate Package - Business development consultant:

  • Salary and structured bonus scheme. To be agreed on a case by case basis.

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