Join a Leading Expatriate Wealth Management Firm in Asia
Our client is an established and highly respected provider of expatriate financial services and wealth management solutions across Asia, with offices in Malaysia, China, Cambodia, and Vietnam. Since their founding in 2004, they have built a strong reputation for delivering exceptional financial consulting services to both individual and corporate clients.
They offer a distinctive, personalised approach to financial planning, supported by extensive regional expertise and a strong network of global partners. Their solutions cater to private individuals, corporations, and non-governmental organisations, ensuring comprehensive and tailored financial strategies.
Recognising that their success is driven by the quality of their people, they are committed to attracting motivated, high-calibre professionals to join their growing team.
Prestige IFA Jobs has been commissioned to recruit experienced and high-performing financial consultants for their Shanghai operations in China.
Why Work in Shanghai, China?
Shanghai is one of the world’s most dynamic and influential global cities, offering a unique blend of economic opportunity and cultural vibrancy.
Key Highlights
• Population exceeding 27 million, making it one of the largest cities globally
• Known as the “Paris of the East” and the “New York of Asia”
• Major international trade hub, accounting for approximately 20% of China’s total imports and exports
• Home to the Shanghai Pilot Free Trade Zone (FTZ), contributing significantly to the city’s GDP and foreign trade
• One of the highest GDP-producing cities in mainland China
• Host to one of China’s two major stock exchanges, the Shanghai Stock Exchange
• A leading destination for international business, tourism, and foreign investment
This thriving economic environment provides significant opportunities for financial professionals working with both expatriate and international clients.
Key Responsibilities
• Provide strategic financial advice across a wide range of products and services
• Assess clients’ financial situations and develop tailored financial plans
• Guide clients toward secure and profitable financial decisions
• Stay up to date with industry trends and market developments
• Monitor and adjust financial plans to ensure ongoing performance
• Ensure full compliance with industry regulations and standards
Candidate Requirements
Qualifications & Experience
• Strong spoken and written business English
• Recognised university degree (required for work permit eligibility in China)
• UK CISI or CII Level 4 qualification preferred, or willingness to work towards it
• Proven ability to analyse financial data and deliver informed, data-driven advice
Skills & Attributes
• Excellent communication, negotiation, and presentation skills
• High attention to detail with the ability to explain complex information clearly
• Strong organisational and analytical capabilities
• Proficiency in PC systems and database platforms
Compensation & Benefits
• Generous, performance-based commission structure
• Attractive sales incentives and opportunities to attend international conventions
• Supportive and professional working environment with strong infrastructure
Additional Information
Applicants should have a minimum of three (3) years’ client-facing experience in wealth management or life insurance advisory, along with recognised investment qualifications (e.g. CISI, CII, or equivalent).
This is a performance-driven, client-facing role focused on building long-term relationships, developing business, and achieving growth within a structured and professional advisory environment.
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