Wealth Consultant - Shanghai

Wealth Consultant | Shanghai, China

(Self-Relocation Required) - 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.

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.

• 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.

• 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.

• Unmatched Growth: Fast track progression, international transfer options, and support for chartered qualifications.
• Elite Training: A culture of continuous learning, driven from the top by our CEO.
• Rewarding Environment: Competitive, transparent commission structure and regular team/client events.
• Impact: Use cutting edge tools to make a real difference in clients’ lives across the globe.