Financial Advisor – Shanghai, China

We are expanding…

deVere is looking for professional, experienced, and reputable advisors to join our team in providing our global clients with the powerful combination of personal financial advice and innovative digital solutions.

The role
The role will see you explore and understand your client’s financial circumstances and needs, devise, implement, and manage bespoke financial strategies to help maximise their wealth.

Walk their journey with them to reach their financial goals through active portfolio rebalancing, behavioural coaching, customised planning, and product alignment.

Strive to build and expand your client network by relying on your sales skillset, our lead generation capacity and most importantly – your connections.

What does the ideal person look like?
2 years experience in a similar role.
Professional advisory experience (in person and telephonic).
Proficiency in financial product sales.
Experience working with a client network.
Be able to hit the ground running.


What we offer?
A generous pay structure on all products, with a weekly pay run.
Inbound lead generation support.
Defined career progression.
World-class training platform and CPD support.
Fantastic, fast-paced working environment.
Dedicated administration and compliance support.
Bespoke CRM.
Access to exclusive financial products, along with full product training.
Industry-leading performance incentives and access to the deVere Kudos rewards programme.


If you have a target driven personality, excellent communication skills (fluent in English), the ability to adapt to a fast-paced environment and the determination to succeed – we want to hear from you.

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