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Published 2023-01-08 12:00 2023-01-08 12:00:00 2023-02-08 12:00:00
Trainee Wealth Advisor
  • Fulltime in Shanghai | Office
  • Salary: 12,000 - 20,000¥
  • Candidate Location: Only applicants currently in Shanghai

Job Description


We need an energetic, exceptionally well-organised person to work directly with one of our Area Managers or Senior Wealth Advisers in Shanghai, to double their revenue in 2023 and beyond. In exchange for your skills, drive, and commitment, you’ll be mentored and stretched, plus if you’re consistently successful in your role, you’ll have the option to be supported and trained to move into consulting yourself, expanding your career in financial services.

This is a fantastic role for someone with energy and street smarts, it’s as diverse and challenging as it is rewarding. You’ll be working closely with your consultant every day, growing the number of clients your team looks after, winning new ones and sharing in their success.



  • You’re equally happy using the phone, on video conference or in person.
  • You’re agile, quick, motivated by opportunity and hungry for success.
  • You have lots of great ideas and a track record of bringing them to life.
  • You love winning new clients and looking after them well.
  • You’re loyal, energetic, and quick thinking and can demonstrate integrity.
  • You have at least 1 years of solid work experience.


  • Master’s Degree from a Chinese University plus overall transcript score of above 80 points or B+


  • Bachelor’s Degree plus 2 years work experience in relevant field


If this sounds like you, please send your resume to

Only successful candidates will be contacted during the selection process.

Application Instructions

Please send 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, Shanghai, China


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