Financial Services Professional

1 month ago


Shanghai, Shanghai, China Click and Connect Online Limited Full time
Client Profile

Our client is a leading wealth management and financial advisory firm with a rich history dating back to the 1960s. They started as an insurance firm and later expanded into asset and wealth management, becoming a multinational company operating throughout Asia. They pride themselves on being one of the most technologically advanced wealth management firms in the region, supporting clients globally.

Job Profile

As a Financial Adviser, you will work closely with clients to develop and implement short-, medium-, and long-term financial plans. Your expertise will be sought in the following areas:

  • Regular Savings Plans
  • Wealth Management
  • Pensions
  • Lump Sum Investments
  • Life Insurance
  • Critical Illness Insurance

Our client provides ongoing training and development opportunities for their employees, recognizing the importance of employee growth and development. Their advanced systems enable financial consultants to monitor compliance, servicing, and client portfolio tracking, allowing them to focus on building strong relationships with clients. The client's systems provide 24/7 access to portfolios and investment plans, ensuring consultants can best serve their clients.

You will have the opportunity to work in exciting cities around the world, travel, and build your business with full support from the company.

Desired Skills and Experience

To succeed in this role, you will need:

  • Exceptional skills and a strong work ethic
  • Experience in Financial Services
  • Industry Qualifications Level 3 and above
  • Attention to detail and strong analytical skills
  • Confidence and strong interpersonal skills
  • A flexible and adaptable approach to work
  • Willingness to learn and implement new internal work practices/systems
  • Success and target-driven individuals
Benefits

As a Financial Adviser with our client, you can expect:

  • The ability to earn substantially increasing year on year
  • Dedicated training from qualified and experienced professionals
  • Generous trail earnings
  • Full support from the company
  • A structured career path and exit strategy
  • Visas to live and work in our offices
  • Various packages depending on applicant and experience

Locations: Shanghai, China; Bangkok, Thailand; HCMC, Vietnam; Hong Kong



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