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Published 2022-08-03 12:00 2022-08-03 12:00:00 2022-09-03 12:00:00
Trainee Financial Adviser
  • Fulltime in Shanghai | Office
  • Salary: 12,000 - 20,000¥
  • Candidate Location: Only applicants currently in Shanghai

Job Description

We are looking for a candidate who is ambitious, hungry for success and ready for a challenging and rewarding career. This is an on-the-job training role that will see you see you start as a Business Development Associate, working with a Senior Financial Adviser, and within 12-18 months become a fully qualified Financial Adviser. You will then make an impact on the financial lives of the expatriate community in China, ensuring they are making the right financial decisions to achieve their goals.

Business Development Associate - Main Duties:

  • Building/maintaining solid relationships with our expat clients.
    • Assisting your Senior Financial Adviser in the servicing of their clients.
    • Booking and observing client meetings, and assisting with any follow-up requirements.
  • Attracting new expatriate clients to the business, via:
    • Lead Generation
    • Prospecting
    • Webinars
    • Networking
    • Hosting Events
    • Social Media
    • Telesales
    • Referrals
  • Outside of working hours: Studying for and passing Chartered Institute for Securities & Investment (CISI) exams, or industry equivalent.
    • Study support provided by deVere Training Team, and first exam paid for by the company.


Successful candidates will be provided with:

  • Regular internal training sessions from your manager, team and senior management. As well as external training sessions with top fund managers, property developers, financial institutions, life insurance companies etc.
  • Access to deVere’s Online Training Platform, to continue your own training and self-development.
  • Training topics include, but are not limited to: Financial Planning, Investment Strategies, FinTech, Property, Tax Planning, Sales, Business Development, Client Relationship Skills.
  • Lead Generation training and marketing support.
  • Career progression to become a fully qualified Financial Adviser within 12-18 months.
  • Lucrative up-front weekly commission payment structure.


We are looking for:

  • Motivated, hardworking, proactive individuals
  • Native/bilingual level English is essential
  • At least 1 years’ experience in an outbound sales or business development role.
  • Experience of utilising popular social media software for lead generation purposes (would be an advantage – but not pre-requisite)
  • Experience as an expat in Asia is preferred, or extensive experience managing expat client relationships.
  • A strong communicator, capable of engaging with people from all backgrounds.
  • Be naturally inquisitive, highly ambitious and driven to be successful.
  • The ability to manage your time efficiently and autonomously.

Application Instructions

Please email your CV to

deVere Shanghai

The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different legal entities globally, deVere provides a broad range of Financial Services including Wealth Management Advice, Investment Banking, Retail Banking, Asset Management and Fintech apps. Our Shanghai office opened in 2006, and services our expatriate clients all across Mainland China. We deliver to our clients, who are individuals and corporations, the freedom, flexibility and convenience to access, manage and use their money whilst securing their major financial objectives.

Office Address:

802, Shui on Plaza, 333 Huaihai Middle Road, Huangpu District, Shanghai, China


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