Financial Advisers - Shanghai

Vacancies in Asia

Job reference: APA-2207-10338

Short Description

Vacancies for experienced financial advisers based in Shanghai. Applicants should, ideally, already be based there or willing to relocate.

Job Detail

The Company
Our client is the largest Independent Financial Consultancy Company in Asia Pacific. They recruit 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
Dedicated IT / Payroll/Marketing / HR / Visa / Admin / Database management / CRM
Private client events and local sponsorship are run on a regular basis
Mobile app for clients

Candidate Profile - Experienced Offshore Consultant:
  • Professional background/ experienced in client acquisition
  • Self-employed, commission only
  • Ambitious / Goal orientated / Competitive
  • An existing client base would be an advantage
  • Willing to take further examinations to work in regulated territories
  • Financially secure - at least GBP6k liquid savings
  • University degree (or higher) and two years experience in financial services
  • Ideally already based in China or willing to relocate
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
  • Flights*
  • Short-term accommodation allowance*

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