Strategic Wealth Advisor

1 month ago


Shanghai, Shanghai, China Independent Resourcing Consultancy Ltd Full time
About the Role

We are seeking a seasoned and certified Strategic Wealth Advisor to join our esteemed Independent Financial Advisory team in Shanghai, China. As an experienced professional, you will play a pivotal role in delivering specialized financial guidance to clients, assisting them in achieving their financial objectives and securing their financial futures.

Key Responsibilities
  • Build and maintain strong client relationships while offering expert financial advice and guidance.
  • Conduct comprehensive financial evaluations of clients' current financial status and future goals.
  • Create customized financial plans for clients, including investment, retirement, and tax planning strategies.
  • Monitor clients' financial progress and adjust plans as necessary.
Requirements
  • Possess a minimum of 5 years of experience as a Financial Advisor in the wealth management sector.
  • Hold reputable certifications like CFP, CFA, or other relevant qualifications.
  • Bring a transferable client base and Assets Under Management (AUM).
  • Demonstrate exceptional communication skills and strong interpersonal abilities.
  • Exhibit robust analytical and problem-solving capabilities.
Benefits and Salary Information

This opportunity offers a competitive compensation package consisting of a salary range of **¥250,000 - ¥500,000** per annum, dependent on experience, plus a performance-based bonus structure. Our client also provides a supportive work environment that promotes professional growth and development.


  • Senior Wealth Advisor

    1 month ago


    Shanghai, Shanghai, China HSBC Full time

    Job SummaryWe are seeking a seasoned Senior Wealth Advisor to join our team in Shanghai, China. As a key member of our wealth management team, you will be responsible for delivering exceptional client service and driving business growth through strategic relationship management.


  • Shanghai, Shanghai, China Click and Connect Online Limited Full time

    Overview">We are seeking a skilled Financial Advisor to join our esteemed International Wealth Management firm in Shanghai, China.">About the Role">The selected candidate will be responsible for delivering specialized financial guidance to clients, assisting them in achieving their financial goals and strengthening their financial security. As a key member...


  • Shanghai, Shanghai, China adidas Full time

    Job DescriptionAdidas is seeking an experienced Strategic Legal Advisor to join our global marketing team.The successful candidate will have a strong background in law and a proven track record of providing strategic legal advice to drive business growth. This role will be based in China, reporting directly to the Director-Legal Counsel for Marketing,...


  • Shanghai, Shanghai, China HSBC Full time

    Wealth and Personal Banking (WPB) is our new global business combining Retail Banking and Wealth Management to become a leading wealth manager with over trillion in assets. Our dedicated team serves millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business...


  • Shanghai, Shanghai, China HSBC Full time

    Company OverviewHSBC is a global banking and financial services organization with a long history of serving customers in Asia, Europe, and North America. Our business combines Retail Banking and Wealth Management, as well as Global Private Banking, to become one of the world's largest global wealth managers.Job DescriptionWe are seeking an experienced...

  • Strategic M&A Lead

    1 month ago


    Shanghai, Shanghai, China MAHLE Full time

    About the Role As a Strategic M&A Lead at MAHLE, you will be responsible for leading various strategy, business development and M&A projects. This will include sophisticated forecasting, valuation analyses, detailed company due diligence, transaction structuring, private/venture capital investments, debt/equity investments and competitive analysis. You will...


  • Shanghai, Shanghai, China Click and Connect Online Limited Full time

    Click and Connect Online Limited is an esteemed International Wealth Management firm seeking a seasoned and certified Independent Financial Advisor to join their team in Shanghai, China.The selected candidate will be responsible for delivering specialized financial guidance to clients, assisting them in achieving their financial goals and strengthening their...


  • Shanghai, Shanghai, China HSBC Full time

    Global Private BankingHSBC Private banking provides personalized relationship management, encompassing integrated banking, investment, and wealth advisory services to high net worth clients and their families worldwide. Leveraging the strength, heritage, and prudent long-term strategy of the HSBC Group, we uncover new opportunities for our clients to manage...


  • Shanghai, Shanghai, China MAHLE Full time

    Key ResponsibilitiesLead strategic business development and M&A projects, including forecasting, valuation analyses, and transaction structuring.Oversee the integration of acquired companies, ensuring smooth transition and realization of synergies.Negotiate and structure deals, working closely with legal and financial advisors.Develop negotiation strategy...


  • Shanghai, Shanghai, China Pfizer Full time

    Job DescriptionPfizer is seeking a highly skilled Pharmaceutical Medical Advisor to join our team in Shanghai. As a key member of our medical affairs department, you will play a crucial role in supporting business decision-making in China by providing medical and technical inputs for defined therapeutic areas.Key Responsibilities:Provide medical inputs in...


  • Shanghai, Shanghai, China Ipsos Full time

    About This RoleWe are seeking a highly skilled Strategic Growth Specialist to join our Ipsos team in Shanghai, China.Job SummaryThis is a senior-level consulting position that requires a deep understanding of business operations and strategic planning. The successful candidate will be responsible for leading projects, developing solutions, and delivering...


  • Shanghai, Shanghai, China Pfizer Full time

    Pfizer Medical Advisor Job DescriptionThe Medical Advisor will be responsible for communicating with Key Opinion Leaders (KOLs) and academia for the defined therapeutic areas.Medical Input to Business Decision-MakingProvide medical inputs in new product planning and product strategic planningSustain Medical expertise for the defined therapeutic areas, by...


  • Shanghai, Shanghai, China Wayfair Full time

    About this role:We're seeking a talented Strategic Account Associate to join our team at Wayfair. As a key member of our supplier advertising team, you'll play a crucial role in driving business growth and success for our most important advertising partners.Key responsibilities:Develop and execute sales strategies to achieve supplier targets and drive...


  • Shanghai, Shanghai, China Boardroom Advisors Full time

    **About Us**Boardroom Advisors is a pioneering firm specializing in providing expert strategic guidance to ambitious businesses, helping them scale and achieve long-term success.We are currently seeking an Executive Director for Strategic Business Growth to join our team of seasoned professionals. This exciting role offers the opportunity to work with a...


  • Shanghai, Shanghai, China Siemens Healthineers Ltd. Full time

    About Siemens HealthineersWe are a leading medical technology company with over 71,000 dedicated professionals in more than 70 countries. Our mission is to pioneer breakthroughs in healthcare for everyone, everywhere, sustainably.Job Title: Strategic HR Business PartnerAbout the RoleThis is an exciting opportunity to join our team as a Strategic HR Business...


  • Shanghai, Shanghai, China Goodyear Full time

    Role Summary:As a Senior Legal Counsel for Asia Pacific at Goodyear, you will provide strategic legal counsel to management and their teams in Greater China, executing with a high level of independence and minimal oversight. You will be responsible for establishing subject-matter expertise around key legal areas, proactive monitoring of upcoming laws and...


  • Shanghai, Shanghai, China 10780 Citibank (China) Co., Ltd. Full time

    The role of a VP, Corporate Finance Analyst, Commercial Bank at 10780 Citibank (China) Co., Ltd. is a strategic and challenging one.Salary: $120,000 - $180,000 per yearJob Description:This position involves working as a key member of the commercial banking team to drive business growth through innovative solutions and deep client relationships.The ideal...


  • Shanghai, Shanghai, China Veeva Systems Full time

    The RoleVeeva is committed to customer success, and we're establishing a Customer Success Management (CSM) team to work alongside our product, sales, and services teams to help customers achieve higher levels of success.The Customer Success Manager will provide strategic guidance to named China SFA customers to increase the value they get from China SFA,...


  • Shanghai, Shanghai, China Danaher Full time

    The role of Strategic Oncology Business Development Manager at Danaher presents an exciting opportunity to spearhead the development and execution of a comprehensive business plan for the Oncology panel.Key ResponsibilitiesDevelop, execute, and continuously monitor a robust business strategy for the Oncology panel, ensuring alignment with global market...


  • Shanghai, Shanghai, China AMEX Full time

    About the Role: We're seeking a skilled Sr. Strategic Account Associate to join our team at AMEX in Boston, responsible for driving business growth and success of our key advertising partners.Job Summary: As a Sr. Strategic Account Associate, you will lead and serve as an advisor to clients, building strong relationships through data-driven insights,...