Associate private banker (wealth management division)
deVere GroupShanghaiUpdate time: April 26,2017
Job Description
deVere Group is a private and investment bank which also owns one of the world's leading independent international financial consultancy. With well over 100,000 clients in more than 100 different countries - and in excess of $10 billion under advice and administration. As an independent financial consultancy with a truly global presence, deVere Group prides itself in offering clients a world-class and results-driven service.
We are currently looking for driven individuals interested in building a successful career as an entry level position of financial coordinator in Shanghai.
Have you ever considered a career in international financial services? It may come as little surprise that a company as large as deVere Group and with the international reach that it has is always looking to expand its team. In fact, as part of its worldwide network, deVere Group is looking to recruit financial planning coordinators.
Outstanding communication skills are among the most important attributes of the successful candidate.
A sense of organization, determination, a flawless work ethic and a proven ability to excel beyond targets and deadlines is essential to become a success in the role.
Successful candidates would need to be self-confident and assured, especially when it comes to telephone communications. Importantly, they must also be willing to relocate to one of our global offices.
Working alongside an appointed Financial Planning Consultant, you will help them to secure appointments through extensive networking and area-based client research.
The role also includes:
• Developing potential business with clients
• Promoting the services provided by deVere Group
• Coordinating with your Financial Planning consultant as well as the relevant financial institutions
• Providing administrative support
• Networking and creating a chain of connections to gain knowledge of potential clients
Key requirements:
• Fluent in English – a second language is a plus
•Minimum 24 years old and a bachelor degree in Sales – Finance – business development or other related field
• Self motivated
• Entrepreneurial spirit
•Hard Worker
Successful candidate will start as a coordinator for 8 month – 1 year (depending on the performance) and will then be promoted junior wealth manager.
Visa
•We offer work permit and resident permit.
deVere Group will also provide you with comprehensive training which will allow you to progress within your role as a coordinator. Moreover, should you wish to develop your role within the company, deVere Group will train you as an international financial planning consultant further down the line.
We are currently looking for driven individuals interested in building a successful career as an entry level position of financial coordinator in Shanghai.
Have you ever considered a career in international financial services? It may come as little surprise that a company as large as deVere Group and with the international reach that it has is always looking to expand its team. In fact, as part of its worldwide network, deVere Group is looking to recruit financial planning coordinators.
Outstanding communication skills are among the most important attributes of the successful candidate.
A sense of organization, determination, a flawless work ethic and a proven ability to excel beyond targets and deadlines is essential to become a success in the role.
Successful candidates would need to be self-confident and assured, especially when it comes to telephone communications. Importantly, they must also be willing to relocate to one of our global offices.
Working alongside an appointed Financial Planning Consultant, you will help them to secure appointments through extensive networking and area-based client research.
The role also includes:
• Developing potential business with clients
• Promoting the services provided by deVere Group
• Coordinating with your Financial Planning consultant as well as the relevant financial institutions
• Providing administrative support
• Networking and creating a chain of connections to gain knowledge of potential clients
Key requirements:
• Fluent in English – a second language is a plus
•Minimum 24 years old and a bachelor degree in Sales – Finance – business development or other related field
• Self motivated
• Entrepreneurial spirit
•Hard Worker
Successful candidate will start as a coordinator for 8 month – 1 year (depending on the performance) and will then be promoted junior wealth manager.
Visa
•We offer work permit and resident permit.
deVere Group will also provide you with comprehensive training which will allow you to progress within your role as a coordinator. Moreover, should you wish to develop your role within the company, deVere Group will train you as an international financial planning consultant further down the line.
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