Wealth Consultant

Shanghai Co.; Remote; GBP 50,000 - GBP 70,000; Full time

Job summary

A global financial services company is seeking a Wealth Consultant to manage a diverse portfolio of clients. The role involves providing tailored financial advice and building lasting relationships with clients. Ideal candidates will have face to face sales experience, strong analytical skills, and a client-first mindset. The position offers unmatched growth opportunities, elite training, and a rewarding environment. Applicants should be proactive and aim for excellence in client service.

Benefits

Fast track progression

Elite training and support for chartered qualifications

Competitive commission structure

Regular team/client events

Qualifications

• Experience in face to face sales is essential.
• Knowledge of investments, pensions, or fintech is advantageous.
• Ambition and integrity are important traits.

Responsibilities

• Build and manage a portfolio of wealth management clients.
• Conduct in-depth reviews to identify financial needs.
• Advise on a full range of investment products.

Skills

Face to face sales experience

Strong analytical skills

Knowledge of investments

Client-first mindset

Job description

Overview

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.

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.
• Advis e 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 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.