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Independent Financial Advisor - Shanghai

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, Strong interpersonal skills, Motivated individuals.

Key responsabilities:

  • Advise clients on financial planning
  • Support client portfolios management
  • Assist with savings, investments, and insurance policies
Click and Connect Online Limited logo
Click and Connect Online Limited Human Resources, Staffing & Recruiting Small startup https://clickandconnect.online
2 - 10 Employees
About Click and Connect Online Limited
Your Trusted Hiring Solutions and Talent Optimisation Partner - Click & Connect Online LimitedWe understand that managing talent can be a daunting task, which is why we are here to help. Our team of experienced professionals is dedicated to providing customized solutions that meet the unique needs of your business. We are committed to delivering exceptional service and support every step of the way. Let's work together to take your business to new heights!- Click and Connect Online Recruitment Solution- Executive Search Engagement - Permanent Placement Services- Outplacement Services- Talent Mapping and Market Analysis- Customised Recruitment Solutions- Candidate Skills Assessment- Employer Branding Services- Diversity and Inclusion Recruitment- HR Consulting ServicesOur UNIQUE Recruitment Solution is a simple yet powerful tool is designed to streamline the hiring process, making it easier for companies to proactively advertise job openings and attract top talent. With its cloud-based platform, global job board posting, personalized account access, unlimited applications, and reduced hiring costs, "Click & Connect" is set to transform the way we recruit and hire.- Proactive Job Advertising.- Targeted Candidate Attraction.- Cloud-Based Global Job Board Posting.- Personalized Account Access.- Unlimited Applications.- Reduced Hiring Cost
See more Click and Connect Online Limited 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

Financial ServicesCustomer Relationship ManagementTarget BehaviorFinancial PlanningWealth Management

Other Skills

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

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