International Financial Consultant - Shanghai
- Job Reference: #001
- Date Posted: 2 April 2026
- Recruiter: International Recruiters - Connecting Financial Specialists Limited
- Location: Shanghai
- Remote Working: Some remote working possible
- Salary: On Application
- Bonus/Benefits: The ability to earn substantially increasing year on year
- Sector: Private Banking & Financial Services, Wealth Management & Financial Advisory
- Job Type: Permanent
Job Description
Position: International Financial Consultant
Locations: Shanghai (China) | Ho Chi Minh City (Vietnam) | Hong Kong
About the Firm
My client is an independent, privately owned multinational wealth management and private finance firm offering impartial advice and tailored solutions to individuals, families and businesses. The firm combines global reach, advanced client systems and structured training to help advisers build high‑value careers.
Role Overview
The International Financial Consultant will work closely with clients to develop and deliver short-, medium- and long-term financial plans. The consultant will build and manage client relationships, recommend suitable products and monitor portfolios to help clients meet their financial goals.
Key Responsibilities
- Advise clients on regular savings plans, wealth management, pensions, lump‑sum investments, life and critical illness insurance
- Conduct client fact-finds, risk assessments and suitability recommendations
- Build and manage client portfolios with ongoing review and servicing
- Ensure compliance with internal processes and regulatory requirements
- Grow a pipeline through networking, referrals and proactive business development
- Use the firm’s systems for portfolio access and client servicing (24/7)
Desired Skills & Experience
- Experience in financial services/advisory roles
- Relevant industry qualifications (or working toward)
- Strong attention to detail and compliance focus
- Excellent interpersonal, communication and relationship-building skills
- Target-driven, motivated, adaptable and willing to learn new systems
- Confidence working independently and as part of a global team
Benefits
- Competitive and uncapped earning potential with generous trail income
- Dedicated training and mentorship from experienced professionals
- Full operational and compliance support; structured career path
- Visa support for work in offices where applicable
- Various remuneration packages depending on experience
How to Apply
Apply online or send a CV and cover letter to the email provided by the recruiter, indicating preferred location.
Privacy
By applying, candidates consent to the collection, use and processing of personal data in accordance with the firm’s privacy policy.
Build an international, rewarding career in financial advice.