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.
Location
Location: Shanghai, China. This is an international expatriate opportunity for qualified financial advisors seeking to work with a global client base from a dynamic overseas market.
About the Role
We are seeking an experienced Financial Advisor to join our client’s team in Shanghai, China. This role involves providing comprehensive financial planning and wealth management services to an international client base, including expatriates and high-net-worth individuals. The successful candidate will benefit from the region’s growing financial services sector and its position as a hub for cross-border wealth management.
Key Responsibilities
• Provide professional financial advice and wealth management solutions to clients
• Develop and maintain long-term client relationships through exceptional service
• Conduct thorough financial reviews and fact-finding meetings
• Create tailored financial plans covering investments, pensions, and protection
• Advise on cross-border financial planning and international investment strategies
• Support clients with UK pension transfers, QROPS, and expatriate tax planning
• Ensure full compliance with all regulatory requirements and industry standards
Qualifications & Requirements
• UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent)
• Minimum 2-3 years of client-facing experience in wealth management or financial advisory
• Strong knowledge of investments, pensions, and wealth management strategies
• Excellent communication and relationship management skills
• Experience working with expatriate or cross-border clients preferred
• Commitment to professional development and regulatory compliance
What’s on Offer
• Competitive commission-based earnings with uncapped potential
• Professional development and ongoing training support
• Relocation support and visa sponsorship for successful international candidates
• Opportunity to build a global client portfolio
• Full back-office and compliance support
• Career progression opportunities within a growing international firm
About Shanghai, China
Shanghai is a thriving financial centre with a growing expatriate community and excellent quality of life. The city offers a modern infrastructure, competitive tax environment, and outstanding professional networking opportunities within the international financial services sector.
Apply for This Position
If you are a qualified Financial Advisor seeking a new challenge in Shanghai, China, we want to hear from you. Please submit your CV and a brief cover letter detailing your relevant experience and qualifications.
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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