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Independent Financial Advisor - Shanghai

fully flexible
Remote: 
Full Remote
Contract: 
Full time
Experience: 
Mid-level (2-5 years)
Work from: 
China

Offer summary

Qualifications:

Experience in Financial Services, Industry Qualifications Level 3 and above, Attention to detail, Hardworking and motivated individuals, Confidence and strong interpersonal skills.

Key responsabilities:

  • Work closely with clients on financial planning
  • Advise on savings, investments, insurance and pensions
  • Monitor client portfolios and compliance
  • Build relationships while ensuring client satisfaction
  • Utilize advanced systems for efficient servicing
Independent Resourcing Consultancy logo
Independent Resourcing Consultancy Human Resources, Staffing & Recruiting Scaleup http://www.ircfs.com/
11 - 50 Employees
About Independent Resourcing Consultancy
IRC has been formed due to a passion for people and helping shape their careers. As a resourcing consultancy, we specialise in working alongside Financial Services organisations from the UK to the Middle East to support staffing levels and indeed business goals. We hold a significant portfolio of qualified candidates actively looking for opportunities. We advertise throughout social media channels and are still actively using trade press and regional newspapers in addition to maintaining an effective web presence. Many of the candidates who contact us do so through the powerful and most telling medium of word-of-mouth. Our success attracts both clients and candidates, and we are always aware that our company depends on us delivering successful affordable solutions for all those who use our recruitment services. We appreciate that your time is precious, and so have created an easy to use online Register a Vacancy which enables you to alert us of your vacancy 24/7 so we can hunt for your ideal professional quickly and efficiently. Our reputation is everything to us as a company, and we know that our success is built on our ability to deliver results for you and for the candidates who seek new career moves.
See more Independent Resourcing Consultancy offers

Job description

CLIENT PROFILE:

Our client is a boutique firm established in the 1960s started out as an insurance firm and later expanded into asset and wealth management. They are now a multinational wealth management and financial advisory firm operating throughout Asia and are proud to be one of the most technologically advanced wealth management firms in the region, supporting clients all over the world.

JOB PROFILE

As a Financial Adviser, your role will be to work closely with clients in their short-, medium- and long-term financial planning. You will be advising on the following areas:

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


They provide ongoing training and development for their employees which has always been a top priority for them. Their advanced systems help all their financial consultants to monitor the compliance, servicing and tracking of client portfolios which allows them to focus on building relationships. Their client systems allow their consultants 24/7 access to portfolios and investment plans ensuring they can best service their clients.

You will have the opportunity to work in some of the most exciting cities in the world, travel and build your business with full support.

If you are looking for a challenging, exciting, and extremely rewarding career then apply now.

Desired Skills And Experience

  • The exceptional not the ordinary
  • Experience in Financial Services
  • Industry Qualifications Level 3 and above
  • Attention to detail
  • Hard working and motivated individuals
  • 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


BENIFITS

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


Location: Shanghai, China

Location: Bangkok, Thailand

Location: HCMC, Vietnam

Location: Hong Kong

If you are interested in this role, please get in touch with IRC today

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Wealth ManagementFinancial PlanningFinancial ServicesCustomer Relationship ManagementInsurance LawTarget BehaviorHard Labor

Other Skills

  • Adaptability
  • Detail Oriented
  • Social Skills
  • Willingness To Learn
  • Self-Motivation
Are you interested?

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