Strategic Wealth Advisor

3 days 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.



  • 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

    Opportunity OverviewOur esteemed client, a leading International Wealth Management firm, is seeking an experienced and certified Independent Financial Advisor to join their team in Shanghai, China.Key ResponsibilitiesDeliver specialized financial guidance to clients, assisting them in achieving their financial goals and strengthening their financial...


  • Shanghai, Shanghai, China Ikea Full time

    About This RoleWe are looking for a Strategic Retail Business Advisor to join our team in IKEA. As a key member of our organization, you will play a critical role in driving business growth and optimizing performance.Key ResponsibilitiesProvide expert analysis and insights to support business decision-making.Partner with units to drive financial performance...


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

    Financial Planning Specialist - ShanghaiOur esteemed client, a leading International Wealth Management firm, seeks an experienced and certified Financial Planning Specialist 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...


  • 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

    Digital Business Services (DBS)HSBC Digital Business Services (DBS) is a core part of the Group, providing vital operational and technical support to our global businesses and helping to improve customer service and efficiency. We combine global expertise and technology to stay competitive.Key ResponsibilitiesMonitor daily operations of HBCN's Wealth...


  • Shanghai, Shanghai, China HSBC Full time

    Job Title: Wealth and Personal Banking Investment StrategistWe are seeking a highly skilled Wealth and Personal Banking Investment Strategist to join our team at HSBC. The successful candidate will have a deep understanding of investment portfolio management and a passion for delivering exceptional results.Key Responsibilities:Implement and communicate...

  • Senior Legal Advisor

    4 weeks ago


    Shanghai, Shanghai, China AbbVie Full time

    Job Title: Senior Legal AdvisorAbbVie is seeking a highly motivated and experienced Senior Legal Advisor to join our China Legal team. As a key member of the team, you will provide legal support to AbbVie's business operations in mainland China, working closely with our Regional Counsel and other stakeholders.Key Responsibilities:Provide strategic legal...

  • Senior Legal Advisor

    4 weeks ago


    Shanghai, Shanghai, China Tiffany & Co. Full time

    As a key member of the Tiffany & Co. team, the Senior Legal Advisor will play a vital role in providing expert legal guidance and support to drive business growth in the China Market. This includes ensuring compliance with relevant laws and regulations, drafting and reviewing contracts, and providing strategic legal advice on business matters.Key...


  • 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...

  • Medical Advisor

    2 weeks ago


    Shanghai, Shanghai, China Pfizer Full time

    Responsibilities:As a Senior Medical Advisor, you will be responsible for developing and implementing medical strategies for Pfizer's urology and oncology products in China. This includes providing medical expertise to support business decisions, establishing partnerships with academic organizations, and ensuring the scientific validity and medical...


  • Shanghai, Shanghai, China Independent Resourcing Consultancy Ltd Full time

    Job Opportunity: Independent Financial AdvisorOur esteemed client, an International Wealth Management firm, is seeking an experienced and certified Independent Financial Advisor to join their team in Shanghai, China.Responsibilities:Deliver specialized financial guidance to clients, assisting them in achieving their financial goals and strengthening their...

  • Medical Advisor

    1 month ago


    Shanghai, Shanghai, China Pfizer Full time

    Job Title: Medical Advisor - Therapeutic Area ExpertAt Pfizer, we are seeking a highly skilled Medical Advisor to join our team in China. As a Medical Advisor, you will play a critical role in communicating with Key Opinion Leaders (KOLs) and academia for our defined therapeutic areas.Key Responsibilities:Provide medical inputs in new product planning and...


  • Shanghai, Shanghai, China SAP Full time

    Unlock Your PotentialAt SAP, we're committed to helping our customers achieve success. As an Enterprise Customer Success Professional, you'll play a critical role in driving revenue growth, retention, and relationship health for our key customers. This strategic role requires strong partnership skills, business acumen, and a passion for delivering value to...

  • Strategic M&A Lead

    2 days 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 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 HSBC Full time

    Wealth and Personal Banking (WPB)About the RoleWe are seeking an experienced professional to manage a complex portfolio of clients and become a trusted advisor to lead strategic dialogues with clients at a portfolio level.Key Responsibilities- Proactively manage a portfolio of clients and deliver creative and flexible customer solutions- Hand over customer...


  • Shanghai, Shanghai, China MAHLE Full time

    Key ResponsibilitiesDevelop and execute strategic plans for inorganic growth, including M&A, joint ventures, and partnerships, to drive business expansion and revenue growth.Lead cross-functional teams to identify, evaluate, and pursue potential acquisition targets, ensuring alignment with company strategy and goals.Negotiate and structure deals, working...


  • 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 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...