Financial Planning Consultant - deVere Group

Published on 2019-09-19

It is a client-facing role helping high net worth individuals accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.

Job type: Full time
Industry: Finance
Location: Hong Kong, Shanghai, Shenzhen, Tokyo

How to Apply
Please submit your CV to maja.gurevic@devere-shanghai.cn
Deadline: 1st of December

Who Are We?

deVere Group is one of the world’s leading independent financial advisory organisations, with more than $10bn under advice from over 80,000 clients in 100 countries. We help our clients, who are primarily high net worth expatriates and international investors, reach and often exceed their financial goals. Working closely with them, we devise, implement and manage bespoke financial strategies and solutions that help them create, grow and maximise their wealth.

Position Summary

The Financial Planning Consultant is a client-facing role helping high net worth individuals accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances. Consultants help clients with financial planning decisions for retirement, education, day-to-day expenses and investments.

Consultants spend much of their time reaching out to prospective clients and building a strong customer base. This means consultants often travel or work non-traditional hours to meet with clients in their homes or businesses. Consultants may also offer financial planning classes or seminars to reach out to potential clients.

Requirements

• Bachelor’s degree and 4+ years of relevant work experience
• Ideally a CFP, CFA, CISI or CPA designation or progress toward
• Additional licenses may be required depending on country of operation
• Good sales & interpersonal skills to build strong relationships with clients
• Excellent written and verbal communication skills with careful attention to detail
• Able to work independently, as well as in a group setting
• Self-motivated with a strong work ethic

To find out more information about deVere Group, visit our website at www.devere-group.com