Offshore Financial Advisor Shanghai

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My client is an international financial planning and wealth management company. As independent financial consultants, they provides unbiased advice and access to the world’s top investment management groups.

Their consultants offer a wealth of experience providing the full spectrum of financial advice from international investment structures for your long-term financial security, portfolio management, and wealth protection, to private equity and venture capital funds.

The company is looking for senior individuals who can collaborate and help rebuild their established business in the Shanghai,  China region after the COVID pandemic.


  • Provide strategic advice across a variety of financial products and services
  • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Comply with all industry rules and regulations


  • Degree from a university (a Chinese work permit requirement)
  • Experienced offshore consultants with a minimum of 2 years working with international clients (expat clients).
  • Track record of successful financial guidance
  • Ability to analyze market’s financial data and to provide appropriate data-based advice
  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Good Microsoft Office skills and knowledge


  • Experience in financial services
  • Attention to detail
  • Hard-working and motivated individuals
  • Confidence and strong interpersonal skills
  • A flexible and adaptable approach to work
  • Successful and target-driven individuals


Strong work ethic; be self-sufficient and able to work both independently and in a team.


  • They are an award winning wealth management company
  • They offer increasing level of commissions dependent upon CISI or equivalent qualification levels achieved
  • The offer an opportunity to buy in to the business after 5 years employment with the company
  • The company will offer to buy back your book when exiting the business/company
  • Good opportunities for progression
  • Lead generation and appointments provided
  • They regularly run events and seminars to help their consultants get leads and network
  • They are extremely proactive in sponsorship to grow the brand and generate leads for the consultants


  • Signing package for consultants with existing clients
  • Up to a 75% share of initial advice fees, plus residual fees on AUM
  • Share scheme participation – at Senior Partner level
  • Investor Buy-out scheme when retiring from the business
  • Qualified leads & appointments
  • They will also look at flights and up to 3months accommodation allowance for qualified candidates.


Only candidates with two years’ experience at senior level in the financial services industry will be considered for this role.

Please note: This position would typically suit experienced South African, UK, AU, USA and NZ investment advisory candidates as most of the consumers served by my client are typical EU, UK and other Western expatriates.  Experience working in the international wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required experience.

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