Financial Consultant Position
deVere & Partners Consulting (Shanghai) Co. Ltd ShanghaiUpdate time: April 18,2017
Job Description
What is the role of the Financial Consultant?

• To provide personalized investment solutions to help clients work toward their long-term financial goals
• Create and develop client relationships within the expatriate community.
• Capability to build rapport with people from multiple nationalities, jobs & industries.
• Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
• Designing financial strategies and assisting clients to make informed decisions;

What traits and competencies should a Financial Consultant candidate possess?

• A good track record of professional success, preferably in Sales, Business development, CRM, Real estate, Account management and face to face roles.
• Relationship-building skills and commitment to establishing long-term clients
• Strong desire for performance driven compensation and growing earning potential
• Eagerness to further or build a career in financial consultancy

• Capacity to adapt to a fast-paced environment and manage time effectively

• Focused approach to build a business

• Ability to lead, motivate and manage

• Fluency in English, with good communication, facilitation and interpersonal skills.

• Experience of both face to face and telephone contact with clients.
• Excellent team member and leadership skills
• Ability to listen, understand and give advice

What can a deVere Group Financial Consultant expect?

• Full training and development to achieve international qualifications (CISI) Corporate Supporters

• Access to exclusive products and rates through world leading financial institutions

• Defined career path and Ongoing support

• Global opportunities

• Ongoing business development training, mentorship and networking opportunities
• The ability to provide strategic and personalized insight for your clients with support from a company that shares your integrity

If you have past experience within financial services as a finance manager, financial adviser, financial consultant, wealth manager, investment banker, financial planner, branch manager, broker or certified financial planner, your experience could translate well to the financial consultant role at deVere Group.

If you have not worked in financial services before, we also look for potential candidates that have had experience and held positions as account managers, sales manager, sales director, business development manager, business development coordinator, client relationship manager, as your skills and qualifications could be transferable to the financial consultant role.

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