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Offshore Investment Advisor

Job in Shanghai - China
Other locations: Shanghai
Posted by Prestige IFA Jobs
Full Time position
Listed on 2020-04-04
Job specializations:
  • Finance
    Financial Advisor, Financial Services, International Finance, Expat Finance
  • Accounting
Job Description & How to Apply Below
Position:  Financial Advisor Shanghai
If you are an entrepreneur at heart, then this position could very well suit you.

You will work closely with the director to develop their established business in Shanghai, China

The company is looking for senior individuals who can collaborate and help build their established business in the region.

• 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

• Experienced offshore consultants with a minimum of 2 years’ working with international clients (expat clients).
• Track record of successful financial guidance
• Ability to analyze market's financial data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Good Microsoft Office skills and  knowledge

Strong work ethic; be self-sufficient and able to work both independently and in a team.

Only candidates with two years’ experience at senior level in the financial services industry will be considered for this role.
Position Requirements
Bachelor,   3 to 4 Years work experience
• 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
Required Language Skills:
  • English - Very good
Additional Information / Benefits
Please note:  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. Please only apply if you have the required experience.Please don't send your CV for any other jobs of professions.
Questions to answer on applying for this job
  • Are you a UK Level 4 CISI or equivalent candidate (ie DipFA, DipPFS, CeMAP) ?
  • Are you an accountant, auditor or financial manager ?
  • Have you worked in an investment product sales capacity in an offshore wealth management agency or brokerage before?
  • How many years of experience do you have working in an investment advisory role?
Contact Information
Contact Name: Prestige IFA Jobs
Contact Phone: +66994092120
Preferred method of contact: Email with CV via Application Box below.
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