Private banker (wealth management division)

Full-time at deVere Group in Shanghai

deVere Group is a private and investment bank which 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 - deVere Group aims to maintain its place at the forefront of the industry. 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 international financial adviser in Shanghai.

Shanghai is the economic, financial, trade and shipping centre in China. It contributes greatly to the whole nation's economic structure and the development of society. As a world renowned international metropolis, Shanghai offers new recruits an exciting environment in which to craft a successful and fulfilling career in international financial advice.

You will enjoy a generous basic wage coupled with an excellent bonus structure to ensure that you are fully rewarded for the amount of work you put in.

We are looking for candidates who have their sights set as high as ours on International markets. deVere Group requires motivated, ambitious individuals to whom we can provide progressive training and support, as well as the best possible financial services platform. We provide the platform, the solutions, the products and the training. All that we need from you is your hunger for success.

With knowledge and exposure in the overall Sales & Business Development Management functions, our clients will be your number one priority. You will be responsible for direct client management, as well as building meaningful relationships.

Successful individuals will be responsible for building and maintaining a client base, keeping current client plans up-to-date and acquiring new business for and on behalf of deVere Group, on an on going basis. Screening clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a suitable long term financial plan.

The successful candidate will be exposed to a variety of functionalities including;
• Business Development (B2C)
• Sales Management (360’)
• Relationship Building & Management
• Client Retention & Nurturing
• Portfolio Management (Product)

As part of our team you will become a qualified member of our challenging industry. You will use your expertise to assist people in a way that others can’t. You will change people’s lives by helping them reach their wealth accumulation goals through our wide range of international insurance and investment opportunities.

What Do we offer you?
• A beginning of career in Shanghai and then the opportunity to work in over 80+ offices worldwide. This includes, but is certainly not limited to, our prime locations such as, New York , Cape Town, Paris, Sidney, London, Hamburg, Madrid, Dubai, Bangkok, Abu Dhabi, Marbella, Geneva, Moscow, Budapest, Qatar, Tokyo, and more!
• £60,000 - £200,000 per year
• Comprehensive internal training at our Administrations Office in Malta.
• Further assistance in working towards an internationally recognised qualification from the Chartered Institute for Securities & Investments up to RO Level 4.
• Global back office administrations management support and unbridled access to institutional training teams.
• World-class products from major financial institutions and international product providers.
• Unrivalled career progression opportunities because at deVere Group, we make promoting from within a top priority.

Key requirements:
• A good track record of professional success, preferably in Sales, Business development, CRM, Real estate, Account management and face to face sales roles.
• Fluency in English (Spoken and Written).
• Minimum Bachelor degree in a related field
• Minimum of 3+ years work experience in Sales, Finance or Wealth management.
• 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.

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 advisor role at deVere Group.


Recent jobs at deVere Group
06-Jun-2017 Associate private banker (wealth management division) deVere Group Shanghai
24-Apr-2017 Associate Wealth Consultant deVere Group Shanghai

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Published at 06-Jun-2017
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