Junior Wealth Advisor
deVere GroupShanghaiUpdate time: April 23
Job Description
ABOUT US
deVere Group, is a world-leading financial advisory organisation with over 100,000 clients in more than 100 different countries - and more than $10 billion under advice and administration.
We are offering a truly exciting set of career prospects for highly driven individuals with a passion to succeed.
Our truly bespoke training programme provides ambitious individuals with the expertise to develop into a fully qualified financial adviser with internationally recognised qualifications.
During the training and development phase, you will experience all aspects of Wealth Advisory. Successful candidates will be working under a Senior Advisor or Area Manager, to assist them with all aspects of taking on and servicing clients based throughout China. And I think we can all agree that in a time like this, everyone is looking to save and invest money where they can.
THE POSITION
We need an energetic, exceptionally well-organised person to work directly with our top Area Managers and Senior Advisors in Shanghai. In exchange for your skills, drive, and commitment, you’ll be mentored and stretched, plus if you’re consistently successful in your role and achieve the development goals that are set, we will allow you to progress to become a fully qualified Wealth Adviser – running your own book of clients independently.
This is a fantastic role for someone with energy and motivation, it’s as diverse and challenging as it is rewarding. You’ll be working closely with your Senior Advisor every day, growing the number of clients your team looks after, winning new ones and sharing in their success.
CORE RESPONSIBILITIES
• You'll support your Senior Advisor in bringing in new business by finding and contacting potential clients. Using our ideas and your own, you’ll use online resources to identify where the clients are and bring the skills to do this.
• You’ll set up digital marketing campaigns, work existing social media and set up new channels, and consistently identify ways to bring new business to our firm with low cost and fast results.
• Once you’ve brought new potential clients into our community, you’ll take care of the essentials, booking meetings, following up and managing an extensive onboarding process.
• You’ll support your Senior Advisor as they deliver advice to clients, preparing documentation, and managing follow up processes.
• The company has administration, compliance, and support services in place. You’ll optimise them, and bring a fresh approach to client acquisition, process management and client ongoing support in the digital world.
• Your efforts will lead us to become a top performing team in the global organisation and you’ll be rewarded accordingly.
• Within 3-12 months, you’ll be expected to pass two industry recognised exams along with achieving the development goals that are set, allowing you to become a fully qualified Wealth Advisor.
OUR PERFECT MATCH
• You’re equally happy using the phone, being on video calls or meeting in person.
• You’re agile, quick, motivated by opportunity and hungry for success.
• You have lots of great ideas and a track record of bringing them to life.
• You love winning new clients and looking after them well.
• You’re loyal, energetic, and quick thinking and can demonstrate integrity.
• You have at least 2 years of solid work experience after your Bachelors Degree
• You have experience in a sales and/or finance environment.
YOU MUST HAVE A MINIMUM OF A BACHELORS DEGREE PLUS 2 YEARS PROVEN WORK EXPERIENCE TO QUALIFY FOR A VISA.
If this sounds like you, please apply with your CV/resume.
Only successful candidates will be contacted during the selection process.
deVere Group, is a world-leading financial advisory organisation with over 100,000 clients in more than 100 different countries - and more than $10 billion under advice and administration.
We are offering a truly exciting set of career prospects for highly driven individuals with a passion to succeed.
Our truly bespoke training programme provides ambitious individuals with the expertise to develop into a fully qualified financial adviser with internationally recognised qualifications.
During the training and development phase, you will experience all aspects of Wealth Advisory. Successful candidates will be working under a Senior Advisor or Area Manager, to assist them with all aspects of taking on and servicing clients based throughout China. And I think we can all agree that in a time like this, everyone is looking to save and invest money where they can.
THE POSITION
We need an energetic, exceptionally well-organised person to work directly with our top Area Managers and Senior Advisors in Shanghai. In exchange for your skills, drive, and commitment, you’ll be mentored and stretched, plus if you’re consistently successful in your role and achieve the development goals that are set, we will allow you to progress to become a fully qualified Wealth Adviser – running your own book of clients independently.
This is a fantastic role for someone with energy and motivation, it’s as diverse and challenging as it is rewarding. You’ll be working closely with your Senior Advisor every day, growing the number of clients your team looks after, winning new ones and sharing in their success.
CORE RESPONSIBILITIES
• You'll support your Senior Advisor in bringing in new business by finding and contacting potential clients. Using our ideas and your own, you’ll use online resources to identify where the clients are and bring the skills to do this.
• You’ll set up digital marketing campaigns, work existing social media and set up new channels, and consistently identify ways to bring new business to our firm with low cost and fast results.
• Once you’ve brought new potential clients into our community, you’ll take care of the essentials, booking meetings, following up and managing an extensive onboarding process.
• You’ll support your Senior Advisor as they deliver advice to clients, preparing documentation, and managing follow up processes.
• The company has administration, compliance, and support services in place. You’ll optimise them, and bring a fresh approach to client acquisition, process management and client ongoing support in the digital world.
• Your efforts will lead us to become a top performing team in the global organisation and you’ll be rewarded accordingly.
• Within 3-12 months, you’ll be expected to pass two industry recognised exams along with achieving the development goals that are set, allowing you to become a fully qualified Wealth Advisor.
OUR PERFECT MATCH
• You’re equally happy using the phone, being on video calls or meeting in person.
• You’re agile, quick, motivated by opportunity and hungry for success.
• You have lots of great ideas and a track record of bringing them to life.
• You love winning new clients and looking after them well.
• You’re loyal, energetic, and quick thinking and can demonstrate integrity.
• You have at least 2 years of solid work experience after your Bachelors Degree
• You have experience in a sales and/or finance environment.
YOU MUST HAVE A MINIMUM OF A BACHELORS DEGREE PLUS 2 YEARS PROVEN WORK EXPERIENCE TO QUALIFY FOR A VISA.
If this sounds like you, please apply with your CV/resume.
Only successful candidates will be contacted during the selection process.
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