UK Financial Advisors: This international opportunity is specifically designed for UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) looking to relocate and build a global client base.
Role Overview
Our client, founded in 1966 in Hong Kong, began as an insurance firm serving local businesses. During the 1970s, they expanded into asset and wealth management, and by 1992 evolved into a multinational wealth management and financial advisory firm operating across Asia. Today, they are among the most technologically advanced wealth management firms in the region, supporting clients globally.
Their offices are positive, respectful, and highly motivated environments, fostering collaboration and professional growth. They are seeking experienced financial advisors to join and help build their established business in the Shanghai region.
Responsibilities
• Provide strategic advice across a variety of financial products and services
• Assess clients’ overall financial situations, understand their needs, and develop tailored financial plans
• Guide clients toward profitable and secure financial decisions
• Stay up to date on industry trends and conduct market research to support financial consulting
• Ensure compliance with all industry rules and regulations
Requirements
• Experienced financial planner seeking career advancement
• University degree to qualify for a work permit
• Ideally hold or be working toward Level 4 CISI or equivalent qualification
• Hardworking, motivated, and seeking a long-term position
• Ability to motivate and collaborate with a team
• Minimum 2 years experience working with international or expatriate clients
• Proven track record of successful financial guidance
• Strong communication, negotiation, and presentation skills
• Accuracy, attention to detail, and ability to explain complex information clearly
Competencies
• Solid experience in financial services
• High attention to detail
• Hardworking and motivated
• Confident with strong interpersonal skills
• Flexible and adaptable approach to work
• Target-driven and successful
Unique Selling Points
• Established Shanghai office with plans for rapid team growth over the next 18 months
• Full support from company directors
• Established offices in other Asian countries, with expansion plans into Europe within 18–24 months
Applicants must have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
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